+131.4%
GOOGL vs NU
+36.3%
+95.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | +1.1% | +6.0% | -5.0% | -0.1% |
| 30D | -4.4% | +10.8% | -15.2% | -6.4% |
| 3M | -6.8% | +32.2% | -39.0% | -11.8% |
| 6M | +13.6% | +5.1% | +8.4% | +12.0% |
| YTD | +8.3% | -8.4% | +16.7% | +9.1% |
| 1Y | +44.9% | +0.7% | +44.2% | +43.4% |
| 3Y | +150.5% | +125.1% | +25.4% | +111.2% |
| All | +131.4% | +36.3% | +95.1% | +89.3% |
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