+40.5%
CSCO vs NU
-28.1%
+68.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.0% | +5.2% | +1.4% |
| 7D | +6.6% | +0.8% | +5.8% | +6.6% |
| 30D | -11.3% | -24.1% | +12.7% | -10.8% |
| 3M | -17.3% | -12.8% | -4.6% | -17.2% |
| 6M | +3.5% | -10.9% | +14.4% | +3.7% |
| YTD | +34.9% | -29.3% | +64.2% | +42.1% |
| 1Y | +40.5% | -26.9% | +67.4% | +47.9% |
| All | +40.5% | -28.1% | +68.6% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling