+90.7%
ORCL vs NU
+36.6%
+54.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.1% | +3.4% |
| 7D | +5.3% | +7.5% | -2.2% | +4.0% |
| 30D | +10.0% | +6.1% | +3.8% | +8.7% |
| 3M | -32.6% | +26.8% | -59.4% | -35.3% |
| 6M | +4.9% | +2.5% | +2.5% | +4.1% |
| YTD | -17.8% | -8.2% | -9.6% | -17.2% |
| 1Y | -28.0% | +3.4% | -31.3% | -28.9% |
| 3Y | +36.0% | +116.2% | -80.2% | +19.7% |
| All | +90.7% | +36.6% | +54.1% | +84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling