+76.7%
IVV vs NU
+36.6%
+40.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.1% |
| 7D | +0.1% | +7.5% | -7.4% | -0.9% |
| 30D | +0.1% | +6.1% | -6.1% | -0.9% |
| 3M | +2.0% | +26.8% | -24.8% | -1.7% |
| 6M | +13.0% | +2.5% | +10.6% | +12.1% |
| YTD | +13.6% | -8.2% | +21.8% | +14.2% |
| 1Y | +20.1% | +3.4% | +16.7% | +18.5% |
| 3Y | +77.6% | +116.2% | -38.6% | +55.9% |
| All | +76.7% | +36.6% | +40.0% | +52.0% |
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