+85.6%
UBER vs NU
+17.5%
+68.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.7% | -10.9% | -2.9% |
| 7D | +1.6% | +9.9% | -8.3% | -1.7% |
| 30D | +0.6% | -11.5% | +12.0% | +3.5% |
| 3M | -8.2% | -5.1% | -3.1% | -8.5% |
| 6M | -6.7% | +3.1% | -9.8% | -10.4% |
| YTD | -14.7% | -21.0% | +6.3% | -11.0% |
| 1Y | -24.1% | -15.2% | -8.9% | -22.9% |
| 3Y | +33.4% | +56.4% | -23.0% | +3.9% |
| All | +85.6% | +17.5% | +68.1% | +27.0% |
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