-6.4%
NU vs PSX
+103.3%
-109.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -2.6% |
| 7D | -4.9% | +1.7% | -6.6% | -4.8% |
| 30D | +7.8% | +15.6% | -7.8% | +9.1% |
| 3M | +20.9% | +46.5% | -25.5% | +25.0% |
| 6M | +0.9% | +55.0% | -54.1% | +3.4% |
| YTD | -12.7% | +105.3% | -118.0% | -18.0% |
| 1Y | -6.4% | +101.6% | -108.0% | -12.8% |
| All | -6.4% | +103.3% | -109.7% | -12.8% |
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