-24.1%
NU vs PSX
+97.5%
-121.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.5% | +7.8% | +2.7% |
| 7D | +0.2% | -5.2% | +5.3% | -0.5% |
| 30D | -21.0% | -3.7% | -17.3% | -21.3% |
| 3M | -16.3% | +26.8% | -43.1% | -14.0% |
| 6M | -15.3% | +47.3% | -62.6% | -10.8% |
| YTD | -28.4% | +105.4% | -133.8% | -30.8% |
| 1Y | -24.1% | +96.9% | -121.0% | -25.8% |
| All | -24.1% | +97.5% | -121.6% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling