+116.7%
CSCO vs NU
+36.3%
+80.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | -0.5% | +6.0% | -6.5% | -1.0% |
| 30D | -10.1% | +10.8% | -20.9% | -11.0% |
| 3M | -11.7% | +32.2% | -43.9% | -14.1% |
| 6M | +40.1% | +5.1% | +35.0% | +39.0% |
| YTD | +43.8% | -8.4% | +52.2% | +44.4% |
| 1Y | +66.6% | +0.7% | +65.9% | +65.7% |
| 3Y | +108.5% | +125.1% | -16.6% | +91.0% |
| All | +116.7% | +36.3% | +80.4% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling