+84.9%
AAPL vs NU
+33.3%
+51.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | -3.0% | -2.6% | -0.4% | -2.6% |
| 30D | +2.3% | +8.2% | -5.9% | +0.9% |
| 3M | +8.6% | +26.3% | -17.6% | +4.4% |
| 6M | +21.6% | +2.2% | +19.3% | +20.4% |
| YTD | +16.3% | -10.4% | +26.7% | +17.3% |
| 1Y | +35.1% | -3.0% | +38.0% | +34.2% |
| 3Y | +79.4% | +120.3% | -40.9% | +51.6% |
| All | +84.9% | +33.3% | +51.6% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling