+150.1%
JPM vs NU
+30.0%
+120.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.4% | +1.1% |
| 7D | -0.7% | -4.9% | +4.2% | 0.0% |
| 30D | -2.5% | +7.8% | -10.3% | -3.6% |
| 3M | +14.1% | +20.9% | -6.8% | +11.1% |
| 6M | +25.1% | +0.9% | +24.2% | +24.4% |
| YTD | +12.1% | -12.7% | +24.8% | +13.4% |
| 1Y | +18.8% | -6.4% | +25.2% | +19.0% |
| 3Y | +163.4% | +98.1% | +65.3% | +137.7% |
| All | +150.1% | +30.0% | +120.1% | +120.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling