+41.5%
NU vs XHB
+19.1%
+22.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.9% |
| 7D | -4.9% | -4.6% | -0.2% | -1.5% |
| 30D | +7.8% | -9.1% | +16.9% | +15.9% |
| 3M | +20.9% | -8.6% | +29.5% | +28.1% |
| 6M | +0.9% | -4.0% | +4.9% | +2.5% |
| YTD | -12.7% | -3.9% | -8.7% | -12.5% |
| 1Y | -6.4% | -16.5% | +10.1% | +4.9% |
| 3Y | +98.1% | +22.6% | +75.5% | +42.0% |
| All | +41.5% | +19.1% | +22.4% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling