+88.9%
AMD vs NU
-26.5%
+115.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.5% | +8.6% | +10.0% |
| 7D | -11.0% | +3.6% | -14.7% | -12.1% |
| 30D | -30.5% | -22.8% | -7.7% | -23.9% |
| 3M | -8.2% | -14.8% | +6.6% | -5.1% |
| 6M | +6.6% | -16.9% | +23.5% | +12.1% |
| YTD | +109.7% | -28.1% | +137.8% | +148.8% |
| 1Y | +88.9% | -24.5% | +113.4% | +121.8% |
| All | +88.9% | -26.5% | +115.4% | +121.8% |
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