-24.1%
NU vs XLY
+3.2%
-27.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.3% | -1.0% | -0.5% |
| 7D | +0.2% | +6.1% | -5.9% | -5.0% |
| 30D | -21.0% | +10.8% | -31.8% | -28.3% |
| 3M | -16.3% | +3.6% | -20.0% | -19.2% |
| 6M | -15.3% | +4.4% | -19.7% | -18.9% |
| YTD | -28.4% | +3.1% | -31.5% | -32.0% |
| 1Y | -24.1% | +3.6% | -27.7% | -28.3% |
| All | -24.1% | +3.2% | -27.3% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 1y: compounded portfolio wealth divided by compounded XLY 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…
1y analysis · Full analysis span regression · 6 months rolling