+25.6%
QQQ vs NU
+3.6%
+22.0%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.6% |
| 7D | +0.4% | +7.5% | -7.1% | -1.2% |
| 30D | +0.2% | +6.1% | -5.9% | -1.2% |
| 3M | -2.8% | +26.8% | -29.6% | -8.1% |
| 6M | +18.0% | +2.5% | +15.5% | +17.0% |
| YTD | +17.3% | -8.2% | +25.5% | +18.8% |
| 1Y | +25.6% | +3.4% | +22.2% | +22.9% |
| All | +25.6% | +3.6% | +22.0% | +22.9% |
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