+152.6%
AMAT vs NU
+9.9%
+142.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.7% | +8.6% | +10.7% |
| 7D | -1.1% | +6.4% | -7.4% | -2.5% |
| 30D | -26.9% | -23.3% | -3.6% | -22.1% |
| 3M | -31.2% | -10.7% | -20.5% | -30.3% |
| 6M | -14.7% | -10.4% | -4.3% | -14.0% |
| YTD | +44.7% | -26.2% | +70.9% | +53.6% |
| 1Y | +62.0% | -22.1% | +84.1% | +69.5% |
| 3Y | +165.0% | +49.6% | +115.3% | +128.8% |
| All | +152.6% | +9.9% | +142.7% | +104.0% |
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