+103.3%
CSCO vs NU
+5.2%
+98.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.0% | +5.2% | +1.6% |
| 7D | +6.6% | +0.8% | +5.8% | +6.5% |
| 30D | -11.3% | -24.1% | +12.7% | -9.5% |
| 3M | -17.3% | -12.8% | -4.6% | -16.8% |
| 6M | +3.5% | -10.9% | +14.4% | +3.8% |
| YTD | +34.9% | -29.3% | +64.2% | +38.0% |
| 1Y | +40.5% | -26.9% | +67.4% | +43.1% |
| 3Y | +109.3% | +38.8% | +70.4% | +98.8% |
| All | +103.3% | +5.2% | +98.1% | +98.5% |
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