+20.4%
XLV vs NU
-5.9%
+26.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | 0.0% |
| 7D | -3.6% | -4.9% | +1.3% | -3.2% |
| 30D | -1.8% | +7.8% | -9.6% | -2.3% |
| 3M | +7.8% | +20.9% | -13.1% | +6.0% |
| 6M | +9.1% | +0.9% | +8.2% | +8.3% |
| YTD | +7.7% | -12.7% | +20.4% | +6.5% |
| 1Y | +20.4% | -6.4% | +26.8% | +17.8% |
| All | +20.4% | -5.9% | +26.3% | +17.8% |
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