+347.8%
LRCX vs NU
+33.5%
+314.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.8% | -5.7% |
| 7D | +1.8% | -4.2% | +6.0% | +3.1% |
| 30D | -4.3% | +10.0% | -14.3% | -7.5% |
| 3M | -7.3% | +29.3% | -36.6% | -14.7% |
| 6M | +38.6% | +0.9% | +37.6% | +37.2% |
| YTD | +74.4% | -10.3% | +84.7% | +79.0% |
| 1Y | +179.1% | -3.2% | +182.3% | +180.2% |
| 3Y | +357.7% | +120.6% | +237.1% | +258.3% |
| All | +347.8% | +33.5% | +314.3% | +244.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling