+348.1%
LRCX vs NU
+30.0%
+318.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.7% | +0.9% |
| 7D | -3.1% | -4.9% | +1.8% | -1.6% |
| 30D | -8.6% | +7.8% | -16.4% | -11.0% |
| 3M | -17.7% | +20.9% | -38.6% | -22.8% |
| 6M | +36.4% | +0.9% | +35.5% | +35.0% |
| YTD | +74.5% | -12.7% | +87.2% | +80.6% |
| 1Y | +159.4% | -6.4% | +165.9% | +163.0% |
| 3Y | +361.6% | +98.1% | +263.5% | +272.3% |
| All | +348.1% | +30.0% | +318.1% | +247.6% |
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