+45.2%
NU vs PTC
+7.2%
+38.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -0.3% |
| 7D | -2.6% | -13.6% | +11.0% | +5.4% |
| 30D | +8.2% | -14.7% | +22.9% | +17.3% |
| 3M | +26.3% | -5.9% | +32.2% | +26.8% |
| 6M | +2.2% | -21.1% | +23.4% | +14.5% |
| YTD | -10.4% | -26.0% | +15.6% | +3.9% |
| 1Y | -3.0% | -36.8% | +33.9% | +25.6% |
| 3Y | +120.3% | -10.3% | +130.5% | +100.4% |
| All | +45.2% | +7.2% | +38.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 5y: compounded portfolio wealth divided by compounded PTC 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…
5y analysis · Full analysis span regression · 6 months rolling