+61.0%
CSCO vs NU
-3.4%
+64.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.8% |
| 7D | -1.1% | -4.2% | +3.1% | -1.0% |
| 30D | -10.8% | +10.0% | -20.8% | -11.0% |
| 3M | -9.2% | +29.3% | -38.5% | -10.4% |
| 6M | +39.5% | +0.9% | +38.6% | +41.1% |
| YTD | +41.5% | -10.3% | +51.8% | +47.2% |
| 1Y | +61.0% | -3.2% | +64.1% | +65.0% |
| All | +61.0% | -3.4% | +64.4% | +65.0% |
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