+103.5%
NU vs XHB
+21.1%
+82.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +1.3% |
| 7D | -4.2% | -5.2% | +1.0% | -1.7% |
| 30D | +10.0% | -12.1% | +22.2% | +17.3% |
| 3M | +29.3% | -6.2% | +35.5% | +32.6% |
| 6M | +0.9% | -6.7% | +7.6% | +3.6% |
| YTD | -10.3% | -5.5% | -4.8% | -9.3% |
| 1Y | -3.2% | -15.6% | +12.5% | +3.6% |
| All | +103.5% | +21.1% | +82.4% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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