+98.1%
NU vs RSG
+57.7%
+40.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -2.7% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | +7.8% | +4.0% | +3.9% | +7.4% |
| 3M | +20.9% | +7.4% | +13.6% | +19.6% |
| 6M | +0.9% | +0.1% | +0.8% | +1.3% |
| YTD | -12.7% | +6.0% | -18.7% | -14.2% |
| 1Y | -6.4% | -3.0% | -3.4% | -5.2% |
| 3Y | +98.1% | +56.5% | +41.6% | +73.1% |
| All | +98.1% | +57.7% | +40.4% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 3y: compounded portfolio wealth divided by compounded RSG 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…
3y analysis · Full analysis span regression · 6 months rolling