+170.2%
XLE vs NU
+36.3%
+133.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | 0.0% | +6.0% | -6.0% | -0.4% |
| 30D | +12.6% | +10.8% | +1.9% | +11.8% |
| 3M | +11.8% | +32.2% | -20.3% | +9.4% |
| 6M | +16.1% | +5.1% | +10.9% | +15.3% |
| YTD | +46.9% | -8.4% | +55.3% | +47.3% |
| 1Y | +53.3% | +0.7% | +52.5% | +52.3% |
| 3Y | +54.9% | +125.1% | -70.2% | +43.5% |
| All | +170.2% | +36.3% | +133.9% | +148.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling