+158.6%
XLE vs NU
+6.9%
+151.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.3% |
| 6M | +9.5% | -16.9% | +26.5% | +10.3% |
| YTD | +40.6% | -28.1% | +68.7% | +42.8% |
| 1Y | +43.6% | -24.5% | +68.1% | +45.2% |
| 3Y | +58.1% | +44.8% | +13.3% | +50.4% |
| All | +158.6% | +6.9% | +151.6% | +140.5% |
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