+45.2%
NU vs RRC
+131.9%
-86.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -2.6% | -1.7% | -0.9% | -2.3% |
| 30D | +8.2% | +3.6% | +4.6% | +7.5% |
| 3M | +26.3% | +8.8% | +17.4% | +23.8% |
| 6M | +2.2% | +0.8% | +1.5% | +1.3% |
| YTD | -10.4% | +19.0% | -29.4% | -14.7% |
| 1Y | -3.0% | +22.9% | -25.9% | -8.8% |
| 3Y | +120.3% | +32.3% | +88.0% | +100.9% |
| All | +45.2% | +131.9% | -86.6% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling