-6.4%
NU vs RGTI
-5.4%
-1.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.7% |
| 7D | -4.9% | +0.5% | -5.3% | -4.9% |
| 30D | +7.8% | -17.1% | +24.9% | +9.6% |
| 3M | +20.9% | -26.0% | +46.9% | +23.3% |
| 6M | +0.9% | -9.9% | +10.8% | -1.5% |
| YTD | -12.7% | -31.1% | +18.4% | -13.4% |
| 1Y | -6.4% | -8.5% | +2.1% | -5.5% |
| All | -6.4% | -5.4% | -1.0% | -5.5% |
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