+95.6%
CSCO vs NU
+7.4%
+88.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.2% |
| 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% | +32.5% |
| 1Y | +38.7% | -24.6% | +63.3% | +40.9% |
| 3Y | +101.3% | +41.8% | +59.6% | +91.0% |
| All | +95.6% | +7.4% | +88.2% | +90.7% |
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