+94.9%
AAPL vs NU
+30.0%
+64.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.2% |
| 7D | +3.8% | -4.9% | +8.7% | +4.6% |
| 30D | +9.9% | +7.8% | +2.1% | +8.4% |
| 3M | +12.5% | +20.9% | -8.4% | +8.8% |
| 6M | +27.6% | +0.9% | +26.7% | +26.6% |
| YTD | +22.6% | -12.7% | +35.2% | +24.0% |
| 1Y | +45.0% | -6.4% | +51.4% | +44.9% |
| 3Y | +87.8% | +98.1% | -10.3% | +61.5% |
| All | +94.9% | +30.0% | +64.9% | +64.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling