+101.3%
CSCO vs NU
+45.0%
+56.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.3% |
| 7D | -4.7% | +4.0% | -8.7% | -5.0% |
| 30D | -17.1% | -25.1% | +8.0% | -14.9% |
| 3M | -19.6% | -12.8% | -6.8% | -19.1% |
| 6M | +2.4% | -12.5% | +14.9% | +2.9% |
| YTD | +29.8% | -27.8% | +57.6% | +33.7% |
| 1Y | +38.7% | -24.6% | +63.3% | +41.8% |
| 3Y | +101.3% | +41.8% | +59.6% | +78.0% |
| All | +101.3% | +45.0% | +56.3% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling