+87.8%
QQQ vs NU
+36.3%
+51.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.5% | +6.0% | -4.5% | +0.3% |
| 30D | -0.6% | +10.8% | -11.4% | -2.8% |
| 3M | +0.4% | +32.2% | -31.7% | -5.3% |
| 6M | +20.1% | +5.1% | +14.9% | +18.1% |
| YTD | +17.2% | -8.4% | +25.6% | +18.2% |
| 1Y | +24.7% | +0.7% | +24.0% | +23.2% |
| 3Y | +96.2% | +125.1% | -28.9% | +62.5% |
| All | +87.8% | +36.3% | +51.5% | +52.5% |
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