+12.3%
QQQ vs NU
-24.1%
+36.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.5% |
| 7D | -4.6% | +0.2% | -4.8% | -4.7% |
| 30D | -8.5% | -21.0% | +12.5% | -5.6% |
| 3M | -4.3% | -16.3% | +12.0% | -2.7% |
| 6M | +3.1% | -15.3% | +18.4% | +4.6% |
| YTD | +13.0% | -28.4% | +41.4% | +18.2% |
| 1Y | +12.3% | -24.1% | +36.4% | +13.9% |
| All | +12.3% | -24.1% | +36.4% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling