+45.2%
NU vs O
+12.4%
+32.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.5% |
| 7D | -2.6% | -2.3% | -0.3% | -1.6% |
| 30D | +8.2% | -2.4% | +10.7% | +9.3% |
| 3M | +26.3% | -0.6% | +26.8% | +26.1% |
| 6M | +2.2% | -5.0% | +7.2% | +4.2% |
| YTD | -10.4% | +10.4% | -20.8% | -15.2% |
| 1Y | -3.0% | +6.6% | -9.5% | -6.7% |
| 3Y | +120.3% | +28.4% | +91.9% | +86.5% |
| All | +45.2% | +12.4% | +32.8% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling