+117.2%
CSCO vs NU
+33.3%
+83.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.4% |
| 7D | 0.0% | -2.6% | +2.6% | +0.2% |
| 30D | -10.7% | +8.2% | -18.9% | -11.4% |
| 3M | -8.7% | +26.3% | -35.0% | -10.8% |
| 6M | +44.9% | +2.2% | +42.7% | +44.1% |
| YTD | +44.1% | -10.4% | +54.5% | +45.0% |
| 1Y | +65.9% | -3.0% | +68.8% | +65.5% |
| 3Y | +109.0% | +120.3% | -11.3% | +91.8% |
| All | +117.2% | +33.3% | +83.9% | +108.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling