+51.1%
ORCL vs NU
+17.5%
+33.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.7% | -13.1% | -3.3% |
| 7D | +8.0% | +9.9% | -1.9% | +6.2% |
| 30D | -4.0% | -11.5% | +7.5% | -2.5% |
| 3M | -19.5% | -5.1% | -14.4% | -19.4% |
| 6M | -33.5% | +3.1% | -36.6% | -34.4% |
| YTD | -34.8% | -21.0% | -13.8% | -33.1% |
| 1Y | -41.6% | -15.2% | -26.4% | -40.8% |
| 3Y | +13.8% | +56.4% | -42.7% | +4.3% |
| All | +51.1% | +17.5% | +33.6% | +48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling