+381.4%
LRCX vs NU
+36.3%
+345.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.2% |
| 7D | +10.4% | +6.0% | +4.4% | +8.3% |
| 30D | +2.9% | +10.8% | -7.9% | -0.7% |
| 3M | -1.2% | +32.2% | -33.3% | -9.7% |
| 6M | +60.9% | +5.1% | +55.7% | +57.3% |
| YTD | +87.5% | -8.4% | +96.0% | +91.3% |
| 1Y | +206.6% | +0.7% | +205.9% | +204.3% |
| 3Y | +392.1% | +125.1% | +267.0% | +282.9% |
| All | +381.4% | +36.3% | +345.2% | +268.1% |
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