+289.3%
INTC vs NU
+3.6%
+285.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.5% | +5.2% |
| 7D | +7.1% | +7.5% | -0.4% | +4.2% |
| 30D | -5.2% | +6.1% | -11.4% | -7.6% |
| 3M | -14.3% | +26.8% | -41.1% | -21.6% |
| 6M | +110.2% | +2.5% | +107.7% | +107.3% |
| YTD | +159.6% | -8.2% | +167.8% | +165.9% |
| 1Y | +289.3% | +3.4% | +285.9% | +309.0% |
| All | +289.3% | +3.6% | +285.7% | +309.0% |
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