+54.7%
XLE vs NU
+124.7%
-70.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.7% |
| 7D | +2.2% | +7.5% | -5.3% | +1.7% |
| 30D | +11.8% | +6.1% | +5.6% | +11.2% |
| 3M | +9.8% | +26.8% | -17.0% | +7.5% |
| 6M | +15.6% | +2.5% | +13.1% | +15.3% |
| YTD | +45.3% | -8.2% | +53.4% | +46.5% |
| 1Y | +48.3% | +3.4% | +44.9% | +46.9% |
| All | +54.7% | +124.7% | -70.0% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling