+48.8%
NU vs QLD
+105.1%
-56.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | +7.5% | +0.6% | +6.9% | +7.1% |
| 30D | +6.1% | -0.1% | +6.3% | +6.1% |
| 3M | +26.8% | -8.4% | +35.2% | +30.8% |
| 6M | +2.5% | +32.2% | -29.7% | -17.0% |
| YTD | -8.2% | +28.9% | -37.1% | -24.4% |
| 1Y | +3.4% | +43.8% | -40.5% | -21.3% |
| 3Y | +116.2% | +176.6% | -60.4% | -0.6% |
| All | +48.8% | +105.1% | -56.3% | -12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling