+87.0%
AMZN vs NU
+54.6%
+32.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.7% | -12.0% | -3.2% |
| 7D | +2.8% | +9.9% | -7.1% | +0.2% |
| 30D | +5.0% | -11.5% | +16.4% | +7.4% |
| 3M | +0.6% | -5.1% | +5.7% | +0.2% |
| 6M | -1.3% | +3.1% | -4.4% | -4.5% |
| YTD | +15.5% | -21.0% | +36.6% | +20.0% |
| 1Y | +12.2% | -15.2% | +27.4% | +14.0% |
| 3Y | +87.0% | +56.4% | +30.6% | +47.6% |
| All | +87.0% | +54.6% | +32.4% | +47.6% |
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 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