+919.4%
DELL vs NU
+36.3%
+883.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +1.9% |
| 7D | +25.6% | +6.0% | +19.6% | +24.2% |
| 30D | +17.7% | +10.8% | +6.9% | +15.0% |
| 3M | +33.4% | +32.2% | +1.3% | +25.6% |
| 6M | +266.2% | +5.1% | +261.1% | +260.6% |
| YTD | +328.0% | -8.4% | +336.4% | +333.0% |
| 1Y | +339.6% | +0.7% | +338.9% | +335.1% |
| 3Y | +694.6% | +125.1% | +569.5% | +570.4% |
| All | +919.4% | +36.3% | +883.2% | +738.6% |
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