+103.3%
NU vs NDAQ
+90.0%
+13.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | -2.6% | -1.6% | -1.0% | -2.0% |
| 30D | +8.2% | -1.5% | +9.7% | +8.8% |
| 3M | +26.3% | +8.0% | +18.2% | +21.4% |
| 6M | +2.2% | +7.7% | -5.5% | -1.6% |
| YTD | -10.4% | -2.3% | -8.1% | -10.1% |
| 1Y | -3.0% | +0.6% | -3.5% | -4.4% |
| All | +103.3% | +90.0% | +13.3% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling