+41.5%
NU vs DBX
+44.9%
-3.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -3.5% |
| 7D | -4.9% | +2.1% | -7.0% | -6.1% |
| 30D | +7.8% | +5.7% | +2.1% | +3.7% |
| 3M | +20.9% | +31.8% | -10.9% | +0.7% |
| 6M | +0.9% | +37.5% | -36.6% | -20.8% |
| YTD | -12.7% | +27.9% | -40.6% | -28.2% |
| 1Y | -6.4% | +15.0% | -21.4% | -17.9% |
| 3Y | +98.1% | +27.2% | +70.9% | +49.0% |
| All | +41.5% | +44.9% | -3.4% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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