+50.7%
LLY vs NU
-1.5%
+52.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | -3.1% | -2.6% | -0.5% | -3.1% |
| 30D | -8.6% | +8.2% | -16.8% | -8.6% |
| 3M | -1.6% | +26.3% | -27.9% | -2.2% |
| 6M | +11.8% | +2.2% | +9.6% | +10.4% |
| YTD | +5.1% | -10.4% | +15.5% | 0.0% |
| 1Y | +50.7% | -3.0% | +53.7% | +42.6% |
| All | +50.7% | -1.5% | +52.2% | +42.6% |
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