+382.6%
LLY vs NU
+36.3%
+346.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.2% |
| 7D | -3.1% | +6.0% | -9.1% | -3.4% |
| 30D | -5.1% | +10.8% | -15.8% | -5.7% |
| 3M | -2.1% | +32.2% | -34.2% | -3.8% |
| 6M | +13.8% | +5.1% | +8.7% | +13.2% |
| YTD | +5.1% | -8.4% | +13.5% | +5.1% |
| 1Y | +53.1% | +0.7% | +52.4% | +52.0% |
| 3Y | +95.6% | +125.1% | -29.5% | +87.1% |
| All | +382.6% | +36.3% | +346.4% | +373.6% |
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 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