+323.8%
AMD vs NU
+5.2%
+318.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.0% | +9.8% | +7.3% |
| 7D | +44.7% | +0.8% | +44.0% | +44.4% |
| 30D | -3.3% | -24.1% | +20.7% | +5.8% |
| 3M | +21.2% | -12.8% | +34.0% | +25.0% |
| 6M | +30.6% | -10.9% | +41.4% | +33.3% |
| YTD | +173.3% | -29.3% | +202.6% | +203.5% |
| 1Y | +126.1% | -26.9% | +153.0% | +147.6% |
| 3Y | +393.5% | +38.8% | +354.7% | +323.0% |
| All | +323.8% | +5.2% | +318.7% | +236.6% |
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