+90.6%
CSCO vs NU
+17.5%
+73.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +11.7% | -18.0% | -7.2% |
| 7D | +1.9% | +9.9% | -8.0% | +1.0% |
| 30D | -15.8% | -11.5% | -4.4% | -15.2% |
| 3M | -15.4% | -5.1% | -10.3% | -15.5% |
| 6M | -5.4% | +3.1% | -8.5% | -6.4% |
| YTD | +26.5% | -21.0% | +47.5% | +28.0% |
| 1Y | +25.9% | -15.2% | +41.1% | +26.6% |
| 3Y | +97.5% | +56.4% | +41.1% | +85.7% |
| All | +90.6% | +17.5% | +73.1% | +84.3% |
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