+95.2%
ORCL vs NU
+36.3%
+58.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.6% | +2.4% |
| 7D | +15.0% | +6.0% | +9.0% | +13.9% |
| 30D | +10.5% | +10.8% | -0.2% | +8.5% |
| 3M | -23.0% | +32.2% | -55.2% | -26.6% |
| 6M | +7.0% | +5.1% | +1.8% | +5.7% |
| YTD | -15.8% | -8.4% | -7.4% | -15.2% |
| 1Y | -31.1% | +0.7% | -31.8% | -31.7% |
| 3Y | +33.3% | +125.1% | -91.8% | +16.8% |
| All | +95.2% | +36.3% | +58.9% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling