+103.5%
NU vs XME
+124.3%
-20.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +1.9% |
| 7D | -4.2% | -3.0% | -1.2% | -2.9% |
| 30D | +10.0% | -2.6% | +12.6% | +11.4% |
| 3M | +29.3% | +2.2% | +27.1% | +27.4% |
| 6M | +0.9% | +0.7% | +0.2% | -1.0% |
| YTD | -10.3% | +10.9% | -21.2% | -16.6% |
| 1Y | -3.2% | +35.7% | -38.9% | -20.2% |
| All | +103.5% | +124.3% | -20.8% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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