+41.5%
NU vs NDAQ
+40.5%
+1.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.1% |
| 7D | -4.9% | -5.9% | +1.0% | -1.0% |
| 30D | +7.8% | -4.7% | +12.5% | +11.1% |
| 3M | +20.9% | +5.5% | +15.4% | +15.0% |
| 6M | +0.9% | +7.4% | -6.5% | -5.6% |
| YTD | -12.7% | -5.5% | -7.2% | -11.3% |
| 1Y | -6.4% | -3.7% | -2.7% | -6.7% |
| 3Y | +98.1% | +85.0% | +13.1% | +7.0% |
| All | +41.5% | +40.5% | +1.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling