+10.9%
QCOM vs NU
+3.7%
+7.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.4% | +3.2% |
| 7D | +5.1% | +6.0% | -1.0% | +3.9% |
| 30D | +4.3% | +10.8% | -6.5% | +2.3% |
| 3M | -19.6% | +32.2% | -51.8% | -23.9% |
| 6M | +29.5% | +5.1% | +24.3% | +29.1% |
| YTD | +3.4% | -8.4% | +11.8% | +6.0% |
| 1Y | +10.9% | +0.7% | +10.2% | +8.6% |
| All | +10.9% | +3.7% | +7.2% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling