+98.1%
NU vs EWZ
+46.3%
+51.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -1.7% |
| 7D | -4.9% | +0.9% | -5.8% | -5.7% |
| 30D | +7.8% | +12.8% | -5.0% | -4.0% |
| 3M | +20.9% | +10.8% | +10.2% | +9.6% |
| 6M | +0.9% | +2.5% | -1.6% | -1.5% |
| YTD | -12.7% | +21.4% | -34.0% | -27.4% |
| 1Y | -6.4% | +32.8% | -39.2% | -28.7% |
| 3Y | +98.1% | +45.2% | +52.9% | +36.5% |
| All | +98.1% | +46.3% | +51.8% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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