+13.5%
IVV vs NU
-17.6%
+31.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.7% | -12.2% | -1.7% |
| 7D | +2.6% | +9.9% | -7.3% | +1.4% |
| 30D | -2.0% | -11.5% | +9.5% | -1.0% |
| 3M | -2.8% | -5.1% | +2.3% | -3.1% |
| 6M | +2.2% | +3.1% | -1.0% | +0.1% |
| YTD | +11.5% | -21.0% | +32.6% | +13.3% |
| 1Y | +13.5% | -15.2% | +28.7% | +13.7% |
| All | +13.5% | -17.6% | +31.1% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling