+144.2%
JPM vs NU
+17.5%
+126.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.7% | -10.8% | -0.5% |
| 7D | +3.5% | +9.9% | -6.4% | +2.2% |
| 30D | +3.3% | -11.5% | +14.7% | +4.5% |
| 3M | -4.2% | -5.1% | +0.9% | -4.3% |
| 6M | +16.4% | +3.1% | +13.3% | +14.7% |
| YTD | +9.5% | -21.0% | +30.5% | +11.5% |
| 1Y | +14.0% | -15.2% | +29.2% | +15.0% |
| 3Y | +153.1% | +56.4% | +96.6% | +133.5% |
| All | +144.2% | +17.5% | +126.7% | +116.5% |
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