+103.5%
NU vs XYZ
+46.5%
+57.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -4.2% | -5.2% | +0.9% | -2.6% |
| 30D | +10.0% | 0.0% | +10.0% | +10.0% |
| 3M | +29.3% | +18.7% | +10.6% | +22.3% |
| 6M | +0.9% | +20.5% | -19.6% | -5.4% |
| YTD | -10.3% | +21.5% | -31.8% | -16.8% |
| 1Y | -3.2% | +7.2% | -10.4% | -7.2% |
| All | +103.5% | +46.5% | +57.0% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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