+41.5%
NU vs O
+11.3%
+30.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | -4.9% | -2.9% | -2.0% | -3.7% |
| 30D | +7.8% | -4.5% | +12.3% | +9.9% |
| 3M | +20.9% | -2.6% | +23.6% | +21.9% |
| 6M | +0.9% | -5.6% | +6.5% | +3.1% |
| YTD | -12.7% | +9.3% | -21.9% | -17.0% |
| 1Y | -6.4% | +4.3% | -10.7% | -9.1% |
| 3Y | +98.1% | +27.4% | +70.7% | +68.1% |
| All | +41.5% | +11.3% | +30.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded O wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling