+5.6%
META vs NU
-17.6%
+23.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.7% | -8.9% | 0.0% |
| 7D | +5.2% | +9.9% | -4.7% | +2.6% |
| 30D | -13.0% | -11.5% | -1.5% | -11.1% |
| 3M | +7.9% | -5.1% | +13.0% | +7.6% |
| 6M | +4.2% | +3.1% | +1.1% | +0.7% |
| YTD | -2.5% | -21.0% | +18.5% | +3.0% |
| 1Y | +5.6% | -15.2% | +20.8% | +10.0% |
| All | +5.6% | -17.6% | +23.2% | +10.0% |
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