+45.4%
NU vs EXEL
+243.5%
-198.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.5% |
| 7D | -4.2% | -2.9% | -1.3% | -3.6% |
| 30D | +10.0% | +11.9% | -1.8% | +7.3% |
| 3M | +29.3% | +9.2% | +20.0% | +26.6% |
| 6M | +0.9% | +39.1% | -38.1% | -6.5% |
| YTD | -10.3% | +31.0% | -41.3% | -16.1% |
| 1Y | -3.2% | +52.3% | -55.5% | -12.9% |
| 3Y | +120.6% | +159.7% | -39.2% | +58.2% |
| All | +45.4% | +243.5% | -198.1% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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