-24.1%
NU vs RRC
+44.7%
-68.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.5% | +6.8% | +2.4% |
| 7D | +0.2% | -6.8% | +6.9% | -1.5% |
| 30D | -21.0% | +34.7% | -55.7% | -17.1% |
| 3M | -16.3% | +31.5% | -47.8% | -12.2% |
| 6M | -15.3% | +21.8% | -37.1% | -12.0% |
| YTD | -28.4% | +48.9% | -77.2% | -26.1% |
| 1Y | -24.1% | +42.1% | -66.2% | -21.0% |
| All | -24.1% | +44.7% | -68.8% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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