+59.5%
XLF vs NU
+36.3%
+23.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.2% | +6.0% | -5.8% | -0.6% |
| 30D | -0.5% | +10.8% | -11.3% | -1.9% |
| 3M | +10.6% | +32.2% | -21.5% | +6.7% |
| 6M | +14.3% | +5.1% | +9.1% | +13.1% |
| YTD | +5.5% | -8.4% | +13.9% | +6.0% |
| 1Y | +9.6% | +0.7% | +8.8% | +8.7% |
| 3Y | +75.2% | +125.1% | -49.9% | +56.0% |
| All | +59.5% | +36.3% | +23.2% | +39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling