+0.5%
SHOP vs NU
-17.6%
+18.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.7% | -11.5% | -3.9% |
| 7D | -1.2% | +9.9% | -11.1% | -4.7% |
| 30D | -14.7% | -11.5% | -3.3% | -12.0% |
| 3M | -7.2% | -5.1% | -2.1% | -7.6% |
| 6M | +54.2% | +3.1% | +51.1% | +46.9% |
| YTD | -8.6% | -21.0% | +12.4% | -0.8% |
| 1Y | +0.5% | -15.2% | +15.7% | +6.1% |
| All | +0.5% | -17.6% | +18.1% | +6.1% |
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 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