+245.8%
AMD vs NU
+36.6%
+209.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +5.4% |
| 7D | +2.6% | +7.5% | -4.9% | -0.3% |
| 30D | -0.9% | +6.1% | -7.1% | -3.3% |
| 3M | -8.7% | +26.8% | -35.5% | -16.4% |
| 6M | +136.3% | +2.5% | +133.9% | +132.7% |
| YTD | +123.0% | -8.2% | +131.2% | +128.9% |
| 1Y | +195.2% | +3.4% | +191.8% | +190.4% |
| 3Y | +336.3% | +116.2% | +220.2% | +226.1% |
| All | +245.8% | +36.6% | +209.2% | +153.8% |
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 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