+169.3%
AMAT vs NU
+9.5%
+159.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +5.5% |
| 7D | +7.0% | +2.8% | +4.2% | +6.4% |
| 30D | -20.6% | -23.0% | +2.5% | -15.4% |
| 3M | -24.8% | -9.7% | -15.0% | -24.0% |
| 6M | -10.7% | -8.7% | -2.0% | -10.5% |
| YTD | +54.3% | -26.4% | +80.7% | +63.9% |
| 1Y | +73.7% | -24.8% | +98.6% | +83.6% |
| 3Y | +168.4% | +44.6% | +123.8% | +133.7% |
| All | +169.3% | +9.5% | +159.8% | +117.7% |
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 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