+44.8%
NU vs QLD
+140.3%
-95.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | -0.1% | +1.3% |
| 7D | +3.6% | -10.3% | +13.9% | +8.5% |
| 30D | -22.8% | -26.1% | +3.3% | -11.5% |
| 3M | -14.8% | -17.8% | +2.9% | -7.3% |
| 6M | -16.9% | -15.6% | -1.4% | -12.7% |
| YTD | -28.1% | +5.4% | -33.5% | -33.4% |
| 1Y | -24.5% | +5.2% | -29.8% | -30.1% |
| 3Y | +44.8% | +139.4% | -94.7% | -21.5% |
| All | +44.8% | +140.3% | -95.6% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling