+48.8%
NU vs O
+14.5%
+34.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.6% |
| 7D | +7.5% | -0.7% | +8.2% | +7.8% |
| 30D | +6.1% | -1.9% | +8.0% | +7.0% |
| 3M | +26.8% | +3.8% | +23.0% | +24.3% |
| 6M | +2.5% | -4.7% | +7.2% | +4.3% |
| YTD | -8.2% | +12.5% | -20.7% | -13.8% |
| 1Y | +3.4% | +10.8% | -7.5% | -2.4% |
| 3Y | +116.2% | +28.8% | +87.4% | +84.1% |
| All | +48.8% | +14.5% | +34.3% | +32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling