+58.1%
XLE vs NU
+40.4%
+17.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.2% |
| 7D | -12.0% | +3.6% | -15.6% | -12.2% |
| 30D | -2.7% | -22.8% | +20.0% | -1.2% |
| 3M | +6.6% | -14.8% | +21.4% | +7.2% |
| 6M | +9.5% | -16.9% | +26.5% | +10.5% |
| YTD | +40.6% | -28.1% | +68.7% | +43.7% |
| 1Y | +43.6% | -24.5% | +68.1% | +45.7% |
| 3Y | +58.1% | +44.8% | +13.3% | +44.1% |
| All | +58.1% | +40.4% | +17.7% | +44.1% |
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 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