+127.4%
GOOGL vs NU
+33.5%
+93.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.8% | -4.2% | +1.4% | -2.0% |
| 30D | -3.2% | +10.0% | -13.2% | -5.1% |
| 3M | -6.6% | +29.3% | -35.9% | -11.3% |
| 6M | +8.5% | +0.9% | +7.5% | +7.7% |
| YTD | +6.5% | -10.3% | +16.7% | +7.7% |
| 1Y | +39.4% | -3.2% | +42.6% | +38.9% |
| 3Y | +146.2% | +120.6% | +25.6% | +108.4% |
| All | +127.4% | +33.5% | +93.9% | +86.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling