+85.2%
META vs NU
+4.4%
+80.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.4% |
| 7D | -3.1% | -2.6% | -0.5% | -2.5% |
| 30D | -18.1% | -25.0% | +6.9% | -12.6% |
| 3M | +2.9% | -18.9% | +21.8% | +7.1% |
| 6M | +0.2% | -17.6% | +17.8% | +3.4% |
| YTD | -8.1% | -29.9% | +21.8% | -1.6% |
| 1Y | -4.5% | -27.4% | +22.9% | +1.2% |
| 3Y | +94.2% | +38.4% | +55.7% | +70.9% |
| All | +85.2% | +4.4% | +80.9% | +49.6% |
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 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