+300.4%
AMD vs NU
+9.5%
+290.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +6.6% |
| 7D | +13.1% | +2.8% | +10.4% | +12.4% |
| 30D | -7.0% | -23.0% | +16.1% | +1.5% |
| 3M | +16.6% | -9.7% | +26.3% | +18.9% |
| 6M | +20.5% | -8.7% | +29.3% | +22.2% |
| YTD | +158.2% | -26.4% | +184.6% | +182.9% |
| 1Y | +132.8% | -24.8% | +157.6% | +152.6% |
| 3Y | +366.2% | +44.6% | +321.6% | +294.3% |
| All | +300.4% | +9.5% | +290.9% | +213.7% |
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 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