+574.4%
AVGO vs NU
+33.5%
+540.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +1.0% | -4.2% | +5.2% | +2.0% |
| 30D | -13.3% | +10.0% | -23.3% | -15.5% |
| 3M | -2.9% | +29.3% | -32.1% | -8.9% |
| 6M | +5.7% | +0.9% | +4.8% | +4.5% |
| YTD | +4.6% | -10.3% | +14.9% | +5.9% |
| 1Y | -1.6% | -3.2% | +1.5% | -2.4% |
| 3Y | +336.2% | +120.6% | +215.7% | +266.6% |
| All | +574.4% | +33.5% | +540.9% | +481.1% |
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