+125.1%
NU vs RCAT
+796.4%
-671.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -0.5% |
| 7D | +6.0% | +5.4% | +0.6% | +5.6% |
| 30D | +10.8% | -5.6% | +16.4% | +11.1% |
| 3M | +32.2% | -30.2% | +62.4% | +34.5% |
| 6M | +5.1% | -43.4% | +48.5% | +7.3% |
| YTD | -8.4% | +9.6% | -18.1% | -10.5% |
| 1Y | +0.7% | -2.0% | +2.7% | -1.9% |
| 3Y | +125.1% | +825.0% | -699.9% | +123.6% |
| All | +125.1% | +796.4% | -671.3% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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