+33.9%
AAPL vs NU
+3.6%
+30.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.3% |
| 7D | +0.1% | +7.5% | -7.4% | -0.6% |
| 30D | +3.0% | +6.1% | -3.2% | +2.3% |
| 3M | +2.9% | +26.8% | -23.9% | +0.2% |
| 6M | +22.1% | +2.5% | +19.6% | +21.4% |
| YTD | +18.0% | -8.2% | +26.2% | +17.8% |
| 1Y | +33.9% | +3.4% | +30.6% | +29.8% |
| All | +33.9% | +3.6% | +30.4% | +29.8% |
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