+125.1%
NU vs RCL
+180.0%
-54.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +6.0% | -0.5% | +6.5% | +6.2% |
| 30D | +10.8% | -17.3% | +28.1% | +18.3% |
| 3M | +32.2% | -2.8% | +34.9% | +32.3% |
| 6M | +5.1% | -4.4% | +9.5% | +5.2% |
| YTD | -8.4% | -4.2% | -4.3% | -9.7% |
| 1Y | +0.7% | -23.4% | +24.1% | +7.9% |
| 3Y | +125.1% | +179.4% | -54.3% | +46.5% |
| All | +125.1% | +180.0% | -54.9% | +46.5% |
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