+188.9%
AMAT vs NU
+3.6%
+185.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.0% | +6.3% | +5.0% |
| 7D | -1.5% | +7.5% | -9.0% | -4.1% |
| 30D | -14.8% | +6.1% | -20.9% | -17.0% |
| 3M | -9.3% | +26.8% | -36.1% | -18.3% |
| 6M | +27.4% | +2.5% | +24.9% | +27.3% |
| YTD | +77.6% | -8.2% | +85.8% | +88.8% |
| 1Y | +188.9% | +3.4% | +185.6% | +198.4% |
| All | +188.9% | +3.6% | +185.4% | +198.4% |
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