+3.1%
NU vs RGEN
+47.6%
-44.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.8% | +11.0% | +11.6% |
| 7D | +9.9% | -3.3% | +13.2% | +10.4% |
| 30D | -11.5% | -5.8% | -5.6% | -10.7% |
| 3M | -5.1% | +0.2% | -5.3% | -6.2% |
| 6M | +3.1% | +56.8% | -53.6% | -10.2% |
| All | +3.1% | +47.6% | -44.5% | -10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling