+90.9%
META vs NU
+5.2%
+85.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | +0.2% |
| 7D | +3.1% | +0.8% | +2.3% | +2.8% |
| 30D | -18.2% | -24.1% | +5.9% | -12.9% |
| 3M | +7.8% | -12.8% | +20.6% | +10.2% |
| 6M | +3.6% | -10.9% | +14.4% | +4.8% |
| YTD | -5.3% | -29.3% | +24.0% | +1.2% |
| 1Y | +2.7% | -26.9% | +29.6% | +8.7% |
| 3Y | +91.5% | +38.8% | +52.6% | +68.4% |
| All | +90.9% | +5.2% | +85.7% | +53.8% |
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