+373.4%
AMD vs NU
+44.1%
+329.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +6.4% |
| 7D | +13.1% | +2.8% | +10.4% | +12.2% |
| 30D | -7.0% | -23.0% | +16.1% | +3.2% |
| 3M | +16.6% | -9.7% | +26.3% | +18.8% |
| 6M | +20.5% | -8.7% | +29.3% | +21.8% |
| YTD | +158.2% | -26.4% | +184.6% | +188.8% |
| 1Y | +132.8% | -24.8% | +157.6% | +157.1% |
| All | +373.4% | +44.1% | +329.3% | +257.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling