+582.3%
AVGO vs NU
+5.2%
+577.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.0% | +9.5% | +6.4% |
| 7D | +25.0% | +0.8% | +24.2% | +24.7% |
| 30D | +2.0% | -24.1% | +26.0% | +7.6% |
| 3M | -12.3% | -12.8% | +0.5% | -11.0% |
| 6M | -12.8% | -10.9% | -2.0% | -12.4% |
| YTD | +5.9% | -29.3% | +35.2% | +11.8% |
| 1Y | +3.3% | -26.9% | +30.2% | +8.2% |
| 3Y | +293.1% | +38.8% | +254.2% | +257.7% |
| All | +582.3% | +5.2% | +577.1% | +513.3% |
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