+72.4%
IBM vs NU
+124.8%
-52.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.3% | +6.0% | -5.7% | -0.7% |
| 30D | -1.5% | +10.8% | -12.3% | -3.4% |
| 3M | -16.8% | +32.2% | -48.9% | -21.3% |
| 6M | -9.0% | +5.1% | -14.2% | -10.4% |
| YTD | -20.1% | -8.4% | -11.6% | -19.3% |
| 1Y | -7.0% | +0.7% | -7.7% | -7.7% |
| 3Y | +72.4% | +125.1% | -52.7% | +54.9% |
| All | +72.4% | +124.8% | -52.4% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling