+102.2%
GOOGL vs NU
+17.5%
+84.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +11.7% | -12.7% | -3.1% |
| 7D | +3.9% | +9.9% | -6.0% | +1.9% |
| 30D | -14.9% | -11.5% | -3.5% | -13.5% |
| 3M | -14.6% | -5.1% | -9.5% | -14.7% |
| 6M | -26.4% | +3.1% | -29.6% | -27.9% |
| YTD | -5.3% | -21.0% | +15.7% | -2.9% |
| 1Y | +6.5% | -15.2% | +21.7% | +7.7% |
| 3Y | +126.0% | +56.4% | +69.6% | +101.3% |
| All | +102.2% | +17.5% | +84.7% | +68.4% |
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