+119.9%
INTC vs NU
+30.0%
+89.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +3.1% |
| 7D | +7.5% | -4.9% | +12.3% | +8.5% |
| 30D | +2.0% | +7.8% | -5.8% | +0.1% |
| 3M | -12.0% | +20.9% | -32.9% | -15.5% |
| 6M | +114.5% | +0.9% | +113.7% | +113.1% |
| YTD | +179.0% | -12.7% | +191.6% | +184.7% |
| 1Y | +318.3% | -6.4% | +324.7% | +320.5% |
| 3Y | +171.2% | +98.1% | +73.1% | +136.3% |
| All | +119.9% | +30.0% | +89.9% | +86.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling