-5.0%
IBM vs NU
-1.5%
-3.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.5% | +3.8% |
| 7D | +3.6% | -2.6% | +6.2% | +4.0% |
| 30D | +1.5% | +8.2% | -6.7% | -0.3% |
| 3M | -12.9% | +26.3% | -39.2% | -18.6% |
| 6M | -3.9% | +2.2% | -6.2% | -4.9% |
| YTD | -17.3% | -10.4% | -7.0% | -14.1% |
| 1Y | -5.0% | -3.0% | -2.0% | -2.6% |
| All | -5.0% | -1.5% | -3.5% | -2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling