+142.1%
GOOG vs NU
+113.0%
+29.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.5% | -4.2% | +1.7% | -1.5% |
| 30D | -3.6% | +10.0% | -13.7% | -6.0% |
| 3M | -6.4% | +29.3% | -35.7% | -12.4% |
| 6M | +7.8% | +0.9% | +6.8% | +6.8% |
| YTD | +5.5% | -10.3% | +15.8% | +6.9% |
| 1Y | +38.3% | -3.2% | +41.4% | +37.3% |
| All | +142.1% | +113.0% | +29.1% | +94.6% |
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