+546.4%
AVGO vs NU
+9.5%
+536.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.0% | +2.0% | +3.6% |
| 7D | +6.1% | +2.8% | +3.3% | +5.5% |
| 30D | -2.7% | -23.0% | +20.4% | +2.5% |
| 3M | -16.9% | -9.7% | -7.1% | -16.2% |
| 6M | -19.1% | -8.7% | -10.4% | -19.1% |
| YTD | +0.3% | -26.4% | +26.7% | +5.0% |
| 1Y | -1.2% | -24.8% | +23.6% | +2.9% |
| 3Y | +272.4% | +44.6% | +227.8% | +236.2% |
| All | +546.4% | +9.5% | +536.9% | +476.4% |
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 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