-15.2%
NU vs RCL
+25.0%
-40.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.4% | +11.4% | +11.7% |
| 7D | +9.9% | -1.2% | +11.1% | +10.2% |
| 30D | -11.5% | +17.8% | -29.3% | -14.9% |
| 3M | -5.1% | +4.9% | -10.0% | -6.3% |
| 6M | +3.1% | +23.7% | -20.6% | -3.3% |
| YTD | -21.0% | +17.8% | -38.8% | -24.6% |
| 1Y | -15.2% | +28.9% | -44.1% | -21.2% |
| All | -15.2% | +25.0% | -40.2% | -21.2% |
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