+47.0%
QCOM vs NU
+40.4%
+6.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.5% | +3.1% | +4.9% |
| 7D | +0.4% | +3.6% | -3.2% | -0.4% |
| 30D | -6.6% | -22.8% | +16.2% | -0.9% |
| 3M | +3.7% | -14.8% | +18.5% | +6.5% |
| 6M | -13.3% | -16.9% | +3.6% | -10.8% |
| YTD | -1.8% | -28.1% | +26.4% | +5.0% |
| 1Y | -2.5% | -24.5% | +22.0% | +2.3% |
| 3Y | +47.0% | +44.8% | +2.2% | +26.4% |
| All | +47.0% | +40.4% | +6.6% | +26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling