+56.4%
NU vs FDX
+74.4%
-18.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.5% | +10.2% | +11.3% |
| 7D | +9.9% | +5.2% | +4.7% | +8.3% |
| 30D | -11.5% | +11.3% | -22.7% | -14.2% |
| 3M | -5.1% | -4.1% | -1.0% | -4.0% |
| 6M | +3.1% | +9.6% | -6.5% | -0.2% |
| YTD | -21.0% | +40.9% | -61.9% | -29.7% |
| 1Y | -15.2% | +53.0% | -68.2% | -26.4% |
| 3Y | +56.4% | +74.1% | -17.6% | +21.3% |
| All | +56.4% | +74.4% | -18.0% | +21.3% |
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