+103.3%
NU vs RTX
+161.5%
-58.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -2.0% |
| 7D | -2.6% | -1.6% | -1.0% | -2.1% |
| 30D | +8.2% | -11.6% | +19.8% | +12.3% |
| 3M | +26.3% | +9.2% | +17.1% | +22.5% |
| 6M | +2.2% | -4.4% | +6.7% | +2.7% |
| YTD | -10.4% | +8.9% | -19.3% | -13.1% |
| 1Y | -3.0% | +32.1% | -35.1% | -11.0% |
| All | +103.3% | +161.5% | -58.3% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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