+53.5%
MSFT vs NU
+33.3%
+20.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.1% |
| 7D | -1.0% | -2.6% | +1.6% | -0.6% |
| 30D | -2.7% | +8.2% | -10.9% | -4.1% |
| 3M | +22.1% | +26.3% | -4.2% | +17.2% |
| 6M | +20.6% | +2.2% | +18.3% | +19.5% |
| YTD | +2.3% | -10.4% | +12.7% | +3.3% |
| 1Y | -0.5% | -3.0% | +2.4% | -1.0% |
| 3Y | +50.5% | +120.3% | -69.7% | +28.4% |
| All | +53.5% | +33.3% | +20.2% | +31.4% |
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