+39.2%
XLK vs NU
-5.9%
+45.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.9% |
| 7D | +0.2% | -4.9% | +5.1% | +1.3% |
| 30D | -0.6% | +7.8% | -8.4% | -2.8% |
| 3M | +2.6% | +20.9% | -18.4% | -2.7% |
| 6M | +34.0% | +0.9% | +33.1% | +33.1% |
| YTD | +30.7% | -12.7% | +43.3% | +35.1% |
| 1Y | +39.2% | -6.4% | +45.6% | +39.2% |
| All | +39.2% | -5.9% | +45.1% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling