+48.4%
NU vs OMC
+38.3%
+10.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.6% |
| 7D | +6.0% | -5.8% | +11.8% | +8.9% |
| 30D | +10.8% | -4.8% | +15.6% | +13.1% |
| 3M | +32.2% | +9.2% | +22.9% | +24.6% |
| 6M | +5.1% | -2.5% | +7.6% | +5.1% |
| YTD | -8.4% | +2.6% | -11.0% | -12.2% |
| 1Y | +0.7% | +5.9% | -5.2% | -6.5% |
| 3Y | +125.1% | +14.2% | +110.9% | +84.1% |
| All | +48.4% | +38.3% | +10.1% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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