+45.4%
NU vs KWEB
-32.2%
+77.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.7% |
| 7D | -4.2% | -4.3% | +0.1% | -2.5% |
| 30D | +10.0% | -13.0% | +23.0% | +16.4% |
| 3M | +29.3% | -7.6% | +36.8% | +33.0% |
| 6M | +0.9% | -21.1% | +22.1% | +10.6% |
| YTD | -10.3% | -28.2% | +17.9% | +2.3% |
| 1Y | -3.2% | -34.9% | +31.7% | +14.6% |
| 3Y | +120.6% | -0.8% | +121.3% | +104.8% |
| All | +45.4% | -32.2% | +77.6% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 all: compounded portfolio wealth divided by compounded KWEB 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…
all analysis · Full analysis span regression · 6 months rolling