+18.8%
JPM vs NU
-5.9%
+24.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.4% | +1.3% |
| 7D | -0.7% | -4.9% | +4.2% | +0.4% |
| 30D | -2.5% | +7.8% | -10.3% | -4.4% |
| 3M | +14.1% | +20.9% | -6.8% | +8.7% |
| 6M | +25.1% | +0.9% | +24.2% | +24.0% |
| YTD | +12.1% | -12.7% | +24.8% | +14.6% |
| 1Y | +18.8% | -6.4% | +25.2% | +18.1% |
| All | +18.8% | -5.9% | +24.7% | +18.1% |
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