+103.5%
NU vs PSX
+132.2%
-28.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -4.2% | +1.5% | -5.7% | -4.5% |
| 30D | +10.0% | +15.8% | -5.8% | +6.8% |
| 3M | +29.3% | +43.0% | -13.8% | +19.9% |
| 6M | +0.9% | +61.1% | -60.1% | -10.3% |
| YTD | -10.3% | +104.5% | -114.8% | -26.6% |
| 1Y | -3.2% | +102.5% | -105.7% | -20.7% |
| All | +103.5% | +132.2% | -28.7% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling