+45.2%
NU vs PSX
+329.2%
-284.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | -2.6% | +1.8% | -4.4% | -3.1% |
| 30D | +8.2% | +21.6% | -13.4% | +2.8% |
| 3M | +26.3% | +46.5% | -20.2% | +13.8% |
| 6M | +2.2% | +62.0% | -59.8% | -11.6% |
| YTD | -10.4% | +106.3% | -116.7% | -28.7% |
| 1Y | -3.0% | +103.0% | -105.9% | -22.6% |
| 3Y | +120.3% | +135.5% | -15.3% | +62.4% |
| All | +45.2% | +329.2% | -284.0% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling