-27.4%
NU vs RGTI
-72.9%
+45.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.1% | +10.0% | -0.6% |
| 7D | -2.6% | -18.3% | +15.8% | -0.2% |
| 30D | -25.0% | -35.1% | +10.0% | -21.2% |
| 3M | -18.9% | -41.3% | +22.4% | -13.9% |
| 6M | -17.6% | -46.1% | +28.5% | -14.6% |
| YTD | -29.9% | -55.5% | +25.7% | -27.0% |
| 1Y | -27.4% | -73.6% | +46.2% | -21.1% |
| All | -27.4% | -72.9% | +45.5% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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