+58.3%
XLF vs NU
+33.5%
+24.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.3% |
| 7D | -2.9% | -4.2% | +1.3% | -2.4% |
| 30D | -1.6% | +10.0% | -11.6% | -2.9% |
| 3M | +9.3% | +29.3% | -20.0% | +5.7% |
| 6M | +14.6% | +0.9% | +13.6% | +14.0% |
| YTD | +4.7% | -10.3% | +15.0% | +5.5% |
| 1Y | +8.6% | -3.2% | +11.8% | +8.3% |
| 3Y | +73.9% | +120.6% | -46.7% | +55.2% |
| All | +58.3% | +33.5% | +24.8% | +39.2% |
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