+26.7%
NFLX vs NU
+30.0%
-3.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +2.6% |
| 7D | -1.1% | -4.9% | +3.8% | +0.3% |
| 30D | +4.3% | +7.8% | -3.5% | +1.9% |
| 3M | -4.8% | +20.9% | -25.7% | -10.1% |
| 6M | -18.4% | +0.9% | -19.3% | -19.4% |
| YTD | -17.4% | -12.7% | -4.8% | -15.7% |
| 1Y | -35.7% | -6.4% | -29.3% | -35.8% |
| 3Y | +73.8% | +98.1% | -24.3% | +34.1% |
| All | +26.7% | +30.0% | -3.3% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling