-24.1%
NU vs RCL
+27.6%
-51.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.4% | -3.1% | +1.8% |
| 7D | +0.2% | +11.7% | -11.5% | -2.5% |
| 30D | -21.0% | +21.1% | -42.1% | -24.7% |
| 3M | -16.3% | +2.9% | -19.2% | -17.0% |
| 6M | -15.3% | +29.8% | -45.1% | -21.6% |
| YTD | -28.4% | +21.4% | -49.8% | -32.5% |
| 1Y | -24.1% | +32.0% | -56.1% | -30.6% |
| All | -24.1% | +27.6% | -51.7% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling