+86.8%
META vs NU
+6.9%
+79.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.6% | +0.2% |
| 7D | -0.8% | +3.6% | -4.4% | -1.6% |
| 30D | -15.4% | -22.8% | +7.4% | -10.4% |
| 3M | +3.5% | -14.8% | +18.3% | +6.5% |
| 6M | -0.3% | -16.9% | +16.6% | +2.7% |
| YTD | -7.3% | -28.1% | +20.8% | -1.4% |
| 1Y | -1.1% | -24.5% | +23.4% | +3.8% |
| 3Y | +95.1% | +44.8% | +50.3% | +69.9% |
| All | +86.8% | +6.9% | +79.8% | +49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling