+85.3%
QQQ vs NU
+33.5%
+51.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -1.3% | -4.2% | +3.0% | -0.4% |
| 30D | -1.4% | +10.0% | -11.4% | -3.4% |
| 3M | +2.3% | +29.3% | -27.0% | -3.1% |
| 6M | +16.9% | +0.9% | +15.9% | +15.9% |
| YTD | +15.6% | -10.3% | +25.9% | +17.0% |
| 1Y | +22.6% | -3.2% | +25.8% | +22.0% |
| 3Y | +93.5% | +120.6% | -27.0% | +60.9% |
| All | +85.3% | +33.5% | +51.8% | +51.1% |
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 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