+48.4%
NU vs XPO
+305.7%
-257.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | +6.0% | +2.7% | +3.3% | +4.8% |
| 30D | +10.8% | -6.2% | +16.9% | +13.5% |
| 3M | +32.2% | -15.4% | +47.6% | +40.5% |
| 6M | +5.1% | +0.7% | +4.4% | +3.2% |
| YTD | -8.4% | +39.8% | -48.3% | -23.3% |
| 1Y | +0.7% | +43.3% | -42.6% | -17.8% |
| 3Y | +125.1% | +166.0% | -40.9% | +21.2% |
| All | +48.4% | +305.7% | -257.3% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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