+3.4%
NU vs RRC
+23.4%
-20.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -2.0% |
| 7D | +7.5% | +1.3% | +6.2% | +7.6% |
| 30D | +6.1% | +10.1% | -4.0% | +6.9% |
| 3M | +26.8% | +4.0% | +22.8% | +27.1% |
| 6M | +2.5% | +1.6% | +0.9% | +2.0% |
| YTD | -8.2% | +19.7% | -27.9% | -9.4% |
| 1Y | +3.4% | +21.4% | -18.1% | +8.2% |
| All | +3.4% | +23.4% | -20.0% | +8.2% |
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