+128.6%
GOOG vs NU
+36.3%
+92.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +1.1% | +6.0% | -4.9% | 0.0% |
| 30D | -5.1% | +10.8% | -15.8% | -7.0% |
| 3M | -7.1% | +32.2% | -39.2% | -12.1% |
| 6M | +12.7% | +5.1% | +7.5% | +11.1% |
| YTD | +7.1% | -8.4% | +15.5% | +7.9% |
| 1Y | +43.6% | +0.7% | +42.9% | +42.0% |
| 3Y | +146.8% | +125.1% | +21.7% | +108.1% |
| All | +128.6% | +36.3% | +92.3% | +87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling