+41.5%
NU vs NDAQ
+41.0%
+0.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.3% |
| 7D | -4.9% | -5.6% | +0.7% | -1.2% |
| 30D | +7.8% | -4.4% | +12.2% | +10.8% |
| 3M | +20.9% | +5.9% | +15.1% | +14.8% |
| 6M | +0.9% | +7.7% | -6.8% | -5.8% |
| YTD | -12.7% | -5.2% | -7.5% | -11.5% |
| 1Y | -6.4% | -3.4% | -3.0% | -6.9% |
| 3Y | +98.1% | +85.6% | +12.5% | +6.7% |
| All | +41.5% | +41.0% | +0.5% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling