+45.8%
NU vs RCL
+268.7%
-222.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.4% |
| 7D | +2.8% | +0.6% | +2.1% | +2.5% |
| 30D | -23.0% | +19.4% | -42.5% | -27.7% |
| 3M | -9.7% | +9.8% | -19.5% | -13.0% |
| 6M | -8.7% | +28.6% | -37.4% | -17.5% |
| YTD | -26.4% | +22.2% | -48.6% | -33.5% |
| 1Y | -24.8% | +29.7% | -54.6% | -33.9% |
| All | +45.8% | +268.7% | -222.9% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling