+344.7%
AVGO vs NU
+117.4%
+227.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.2% | +3.1% |
| 7D | -0.3% | +6.0% | -6.3% | -2.5% |
| 30D | -13.8% | +10.8% | -24.6% | -17.6% |
| 3M | -6.9% | +32.2% | -39.1% | -17.0% |
| 6M | +11.9% | +5.1% | +6.8% | +8.4% |
| YTD | +6.9% | -8.4% | +15.3% | +8.6% |
| 1Y | +7.4% | +0.7% | +6.7% | +4.2% |
| All | +344.7% | +117.4% | +227.3% | +219.4% |
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