+57.4%
INTC vs NU
-24.1%
+81.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.3% | -7.0% | -4.7% |
| 7D | -39.0% | +0.2% | -39.2% | -38.8% |
| 30D | -49.8% | -21.0% | -28.8% | -46.9% |
| 3M | -42.2% | -16.3% | -25.9% | -40.6% |
| 6M | -39.2% | -15.3% | -23.8% | -37.5% |
| YTD | +57.9% | -28.4% | +86.3% | +72.3% |
| 1Y | +57.4% | -24.1% | +81.5% | +60.7% |
| All | +57.4% | -24.1% | +81.5% | +60.7% |
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