+48.8%
NU vs RTX
+158.4%
-109.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.7% |
| 7D | +7.5% | -5.2% | +12.6% | +9.8% |
| 30D | +6.1% | -9.4% | +15.5% | +10.5% |
| 3M | +26.8% | +12.3% | +14.5% | +20.2% |
| 6M | +2.5% | -3.1% | +5.6% | +3.1% |
| YTD | -8.2% | +10.7% | -18.9% | -12.8% |
| 1Y | +3.4% | +28.4% | -25.1% | -8.3% |
| 3Y | +116.2% | +147.1% | -30.9% | +37.8% |
| All | +48.8% | +158.4% | -109.6% | -19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling