+33.2%
XLV vs NU
+30.0%
+3.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.4% |
| 3M | +7.8% | +20.9% | -13.1% | +6.3% |
| 6M | +9.1% | +0.9% | +8.2% | +8.8% |
| YTD | +7.7% | -12.7% | +20.4% | +8.2% |
| 1Y | +20.4% | -6.4% | +26.8% | +20.3% |
| 3Y | +30.8% | +98.1% | -67.3% | +23.6% |
| All | +33.2% | +30.0% | +3.3% | +23.1% |
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