+45.2%
NU vs XLI
+76.2%
-31.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -0.2% |
| 7D | -2.6% | -0.6% | -2.0% | -1.9% |
| 30D | +8.2% | -6.9% | +15.2% | +18.9% |
| 3M | +26.3% | -1.9% | +28.2% | +28.8% |
| 6M | +2.2% | +1.0% | +1.2% | -0.1% |
| YTD | -10.4% | +11.3% | -21.7% | -23.9% |
| 1Y | -3.0% | +15.8% | -18.8% | -22.0% |
| 3Y | +120.3% | +69.8% | +50.4% | -0.5% |
| All | +45.2% | +76.2% | -31.0% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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