+103.3%
NU vs RGEN
+2.1%
+101.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.7% |
| 7D | -2.6% | -4.6% | +2.0% | -1.5% |
| 30D | +8.2% | +1.2% | +7.1% | +7.8% |
| 3M | +26.3% | +26.8% | -0.6% | +18.5% |
| 6M | +2.2% | +29.1% | -26.8% | -4.9% |
| YTD | -10.4% | +0.7% | -11.1% | -11.9% |
| 1Y | -3.0% | +39.1% | -42.0% | -11.8% |
| All | +103.3% | +2.1% | +101.1% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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