+126.9%
XLK vs NU
+30.0%
+97.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.9% |
| 7D | +0.2% | -4.9% | +5.1% | +1.2% |
| 30D | -0.6% | +7.8% | -8.4% | -2.4% |
| 3M | +2.6% | +20.9% | -18.4% | -1.6% |
| 6M | +34.0% | +0.9% | +33.1% | +32.8% |
| YTD | +30.7% | -12.7% | +43.3% | +33.0% |
| 1Y | +39.2% | -6.4% | +45.6% | +39.6% |
| 3Y | +120.4% | +98.1% | +22.3% | +88.6% |
| All | +126.9% | +30.0% | +97.0% | +90.5% |
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