+273.1%
AMD vs NU
+7.4%
+265.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +2.1% |
| 7D | +6.5% | +4.0% | +2.4% | +5.3% |
| 30D | -15.3% | -25.1% | +9.8% | -6.7% |
| 3M | +9.7% | -12.8% | +22.6% | +13.3% |
| 6M | +13.2% | -12.5% | +25.6% | +16.4% |
| YTD | +140.6% | -27.8% | +168.4% | +165.4% |
| 1Y | +111.2% | -24.6% | +135.8% | +128.8% |
| 3Y | +334.4% | +41.8% | +292.7% | +269.8% |
| All | +273.1% | +7.4% | +265.7% | +194.3% |
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