+48.8%
NU vs RIG
+90.6%
-41.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -1.5% |
| 7D | +7.5% | +0.9% | +6.6% | +7.3% |
| 30D | +6.1% | +13.8% | -7.7% | +3.4% |
| 3M | +26.8% | -6.4% | +33.2% | +27.7% |
| 6M | +2.5% | -8.2% | +10.6% | +2.5% |
| YTD | -8.2% | +41.6% | -49.8% | -16.8% |
| 1Y | +3.4% | +88.7% | -85.3% | -12.5% |
| 3Y | +116.2% | -30.9% | +147.0% | +115.3% |
| All | +48.8% | +90.6% | -41.8% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 all: compounded portfolio wealth divided by compounded RIG 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…
all analysis · Full analysis span regression · 6 months rolling