+7.1%
PG vs NU
+30.0%
-22.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +1.7% |
| 7D | -0.8% | -4.9% | +4.1% | -0.7% |
| 30D | +0.8% | +7.8% | -7.0% | +0.7% |
| 3M | -1.3% | +20.9% | -22.3% | -1.8% |
| 6M | -3.8% | +0.9% | -4.7% | -3.9% |
| YTD | +3.6% | -12.7% | +16.3% | +3.7% |
| 1Y | -5.7% | -6.4% | +0.7% | -5.8% |
| 3Y | +1.6% | +98.1% | -96.5% | -1.1% |
| All | +7.1% | +30.0% | -22.9% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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