+85.5%
AAPL vs NU
+36.3%
+49.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -2.7% | +6.0% | -8.8% | -3.7% |
| 30D | +1.0% | +10.8% | -9.8% | -0.8% |
| 3M | +5.0% | +32.2% | -27.2% | +0.1% |
| 6M | +23.0% | +5.1% | +17.9% | +21.3% |
| YTD | +16.6% | -8.4% | +25.1% | +17.2% |
| 1Y | +33.4% | +0.7% | +32.7% | +31.8% |
| 3Y | +79.9% | +125.1% | -45.2% | +51.5% |
| All | +85.5% | +36.3% | +49.2% | +55.7% |
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