+126.1%
GOOGL vs NU
+33.3%
+92.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.9% |
| 7D | -1.9% | -2.6% | +0.7% | -1.4% |
| 30D | -7.5% | +8.2% | -15.7% | -9.0% |
| 3M | -9.2% | +26.3% | -35.4% | -13.3% |
| 6M | +8.1% | +2.2% | +5.8% | +7.1% |
| YTD | +5.8% | -10.4% | +16.2% | +7.1% |
| 1Y | +38.3% | -3.0% | +41.3% | +37.8% |
| 3Y | +144.8% | +120.3% | +24.5% | +107.2% |
| All | +126.1% | +33.3% | +92.8% | +85.7% |
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