+44.4%
ORCL vs NU
+9.9%
+34.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.4% | +2.7% |
| 7D | +0.5% | +6.4% | -5.9% | -0.5% |
| 30D | -15.3% | -23.3% | +8.0% | -11.7% |
| 3M | -18.2% | -10.7% | -7.5% | -17.2% |
| 6M | -38.4% | -10.4% | -28.0% | -37.8% |
| YTD | -37.7% | -26.2% | -11.6% | -35.3% |
| 1Y | -49.3% | -22.1% | -27.1% | -47.8% |
| 3Y | +10.6% | +49.6% | -39.0% | +2.4% |
| All | +44.4% | +9.9% | +34.5% | +44.1% |
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