+48.4%
NU vs QLD
+104.8%
-56.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +6.0% | +3.0% | +3.0% | +4.2% |
| 30D | +10.8% | -1.8% | +12.6% | +11.9% |
| 3M | +32.2% | -1.8% | +34.0% | +31.2% |
| 6M | +5.1% | +36.9% | -31.7% | -16.7% |
| YTD | -8.4% | +28.7% | -37.1% | -24.5% |
| 1Y | +0.7% | +41.9% | -41.2% | -22.7% |
| 3Y | +125.1% | +184.2% | -59.1% | +1.6% |
| All | +48.4% | +104.8% | -56.4% | -13.1% |
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