+48.8%
NU vs PTC
+17.3%
+31.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.0% | +4.1% | +1.4% |
| 7D | +7.5% | -10.3% | +17.7% | +13.9% |
| 30D | +6.1% | +1.1% | +5.0% | +4.4% |
| 3M | +26.8% | +1.6% | +25.2% | +22.4% |
| 6M | +2.5% | -13.5% | +15.9% | +9.1% |
| YTD | -8.2% | -19.1% | +10.9% | +1.4% |
| 1Y | +3.4% | -33.9% | +37.2% | +31.4% |
| 3Y | +116.2% | -3.9% | +120.1% | +91.1% |
| All | +48.8% | +17.3% | +31.5% | +12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling