+26.9%
XLV vs NU
+3.6%
+23.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.9% |
| 7D | +0.2% | +7.5% | -7.3% | -0.3% |
| 30D | +4.4% | +6.1% | -1.7% | +4.0% |
| 3M | +13.2% | +26.8% | -13.6% | +11.0% |
| 6M | +10.1% | +2.5% | +7.6% | +9.0% |
| YTD | +11.7% | -8.2% | +19.9% | +10.1% |
| 1Y | +26.9% | +3.4% | +23.6% | +25.6% |
| All | +26.9% | +3.6% | +23.4% | +25.6% |
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