+58.1%
INTC vs NU
+54.6%
+3.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +11.7% | -14.3% | -5.9% |
| 7D | +6.0% | +9.9% | -3.9% | +2.9% |
| 30D | -39.2% | -11.5% | -27.7% | -37.6% |
| 3M | -42.9% | -5.1% | -37.8% | -43.3% |
| 6M | -50.4% | +3.1% | -53.5% | -52.0% |
| YTD | +61.7% | -21.0% | +82.7% | +69.1% |
| 1Y | +66.1% | -15.2% | +81.3% | +69.8% |
| 3Y | +58.1% | +56.4% | +1.7% | +38.3% |
| All | +58.1% | +54.6% | +3.5% | +38.3% |
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