+126.8%
AMAT vs NU
+6.9%
+119.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +3.6% |
| 7D | -14.7% | +3.6% | -18.3% | -15.4% |
| 30D | -36.1% | -22.8% | -13.3% | -32.1% |
| 3M | -36.9% | -14.8% | -22.1% | -35.3% |
| 6M | -22.2% | -16.9% | -5.3% | -20.1% |
| YTD | +29.9% | -28.1% | +58.1% | +38.8% |
| 1Y | +43.3% | -24.5% | +67.8% | +51.1% |
| 3Y | +142.7% | +44.8% | +97.9% | +111.2% |
| All | +126.8% | +6.9% | +119.9% | +84.3% |
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