+93.3%
UBER vs NU
+33.5%
+59.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +1.9% | +2.0% |
| 7D | -4.5% | -4.2% | -0.3% | -3.1% |
| 30D | -7.6% | +10.0% | -17.7% | -10.9% |
| 3M | +5.8% | +29.3% | -23.5% | -3.8% |
| 6M | +0.3% | +0.9% | -0.7% | -1.3% |
| YTD | -11.2% | -10.3% | -0.9% | -9.6% |
| 1Y | -23.0% | -3.2% | -19.8% | -23.8% |
| 3Y | +53.6% | +120.6% | -67.0% | +7.9% |
| All | +93.3% | +33.5% | +59.8% | +29.0% |
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