+983.2%
DELL vs NU
+30.0%
+953.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.7% | +14.6% | +12.6% |
| 7D | +8.2% | -4.9% | +13.1% | +9.4% |
| 30D | +17.1% | +7.8% | +9.3% | +15.1% |
| 3M | +45.2% | +20.9% | +24.2% | +39.2% |
| 6M | +286.8% | +0.9% | +285.9% | +284.2% |
| YTD | +354.8% | -12.7% | +367.4% | +364.6% |
| 1Y | +358.3% | -6.4% | +364.7% | +360.5% |
| 3Y | +724.9% | +98.1% | +626.8% | +611.7% |
| All | +983.2% | +30.0% | +953.3% | +799.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling