+151.3%
EWY vs NU
+33.5%
+117.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | +1.2% | -4.2% | +5.4% | +2.0% |
| 30D | +9.3% | +10.0% | -0.7% | +7.3% |
| 3M | +2.4% | +29.3% | -26.8% | -2.1% |
| 6M | +40.3% | +0.9% | +39.3% | +39.7% |
| YTD | +88.0% | -10.3% | +98.3% | +90.5% |
| 1Y | +143.8% | -3.2% | +147.0% | +143.9% |
| 3Y | +217.8% | +120.6% | +97.2% | +178.4% |
| All | +151.3% | +33.5% | +117.8% | +115.8% |
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