+14.5%
NU vs QLD
+83.9%
-69.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.6% |
| 7D | +0.8% | +12.5% | -11.7% | -6.1% |
| 30D | -24.1% | -15.7% | -8.4% | -17.1% |
| 3M | -12.8% | -11.9% | -0.8% | -7.2% |
| 6M | -10.9% | -10.3% | -0.6% | -8.6% |
| YTD | -29.3% | +15.6% | -44.9% | -38.7% |
| 1Y | -26.9% | +12.1% | -39.0% | -35.6% |
| 3Y | +38.8% | +150.7% | -111.8% | -32.9% |
| All | +14.5% | +83.9% | -69.4% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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