+148.2%
JPM vs NU
+33.5%
+114.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.3% |
| 7D | -2.3% | -4.2% | +1.9% | -1.8% |
| 30D | -2.3% | +10.0% | -12.4% | -3.7% |
| 3M | +14.9% | +29.3% | -14.4% | +10.8% |
| 6M | +23.6% | +0.9% | +22.7% | +22.9% |
| YTD | +11.3% | -10.3% | +21.6% | +12.2% |
| 1Y | +19.9% | -3.2% | +23.1% | +19.6% |
| 3Y | +162.6% | +120.6% | +42.0% | +133.9% |
| All | +148.2% | +33.5% | +114.7% | +117.9% |
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