+162.3%
JPM vs NU
+112.8%
+49.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.7% |
| 7D | -0.4% | -2.6% | +2.2% | 0.0% |
| 30D | -1.4% | +8.2% | -9.6% | -3.0% |
| 3M | +13.9% | +26.3% | -12.3% | +8.8% |
| 6M | +23.5% | +2.2% | +21.3% | +22.3% |
| YTD | +11.6% | -10.4% | +22.0% | +12.9% |
| 1Y | +21.4% | -3.0% | +24.3% | +20.9% |
| All | +162.3% | +112.8% | +49.5% | +129.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling