+123.1%
INTC vs NU
+36.3%
+86.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.3% | +9.3% | +9.1% |
| 7D | +17.4% | +6.0% | +11.4% | +16.0% |
| 30D | +2.8% | +10.8% | -8.0% | +0.4% |
| 3M | -5.3% | +32.2% | -37.4% | -10.6% |
| 6M | +140.6% | +5.1% | +135.5% | +137.1% |
| YTD | +183.1% | -8.4% | +191.5% | +186.2% |
| 1Y | +326.8% | +0.7% | +326.0% | +323.0% |
| 3Y | +179.4% | +125.1% | +54.3% | +138.3% |
| All | +123.1% | +36.3% | +86.9% | +87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling