+125.7%
NU vs BABA
+27.3%
+98.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.2% |
| 7D | +7.5% | -4.8% | +12.2% | +8.2% |
| 30D | +6.1% | -11.9% | +18.0% | +8.0% |
| 3M | +26.8% | -9.3% | +36.1% | +28.3% |
| 6M | +2.5% | -14.2% | +16.7% | +4.3% |
| YTD | -8.2% | -22.0% | +13.9% | -5.0% |
| 1Y | +3.4% | -12.7% | +16.1% | +4.8% |
| All | +125.7% | +27.3% | +98.4% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 3y: compounded portfolio wealth divided by compounded BABA 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…
3y analysis · Full analysis span regression · 6 months rolling