+103.3%
NU vs FDX
+59.1%
+44.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.7% |
| 7D | -2.6% | -2.3% | -0.3% | -1.9% |
| 30D | +8.2% | -4.9% | +13.1% | +9.8% |
| 3M | +26.3% | -6.5% | +32.7% | +28.3% |
| 6M | +2.2% | +6.7% | -4.4% | -0.5% |
| YTD | -10.4% | +33.9% | -44.3% | -18.9% |
| 1Y | -3.0% | +72.2% | -75.2% | -18.8% |
| All | +103.3% | +59.1% | +44.1% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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