-3.2%
NU vs RRC
+24.3%
-27.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.2% |
| 7D | -4.2% | -1.2% | -3.1% | -4.3% |
| 30D | +10.0% | +3.0% | +7.1% | +10.2% |
| 3M | +29.3% | +7.3% | +22.0% | +29.7% |
| 6M | +0.9% | +3.6% | -2.6% | +0.3% |
| YTD | -10.3% | +19.4% | -29.6% | -11.6% |
| 1Y | -3.2% | +21.4% | -24.6% | +1.2% |
| All | -3.2% | +24.3% | -27.5% | +1.2% |
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