+69.1%
IVV vs NU
+6.9%
+62.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.1% | 0.0% |
| 7D | -2.7% | +3.6% | -6.3% | -3.2% |
| 30D | -5.4% | -22.8% | +17.4% | -2.3% |
| 3M | -4.1% | -14.8% | +10.7% | -2.6% |
| 6M | +0.7% | -16.9% | +17.7% | +2.3% |
| YTD | +8.7% | -28.1% | +36.9% | +12.4% |
| 1Y | +11.0% | -24.5% | +35.5% | +13.8% |
| 3Y | +75.4% | +44.8% | +30.7% | +61.7% |
| All | +69.1% | +6.9% | +62.2% | +49.7% |
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