+48.4%
QCOM vs NU
+54.6%
-6.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +11.7% | -14.4% | -5.6% |
| 7D | +4.3% | +9.9% | -5.6% | +1.5% |
| 30D | -0.1% | -11.5% | +11.4% | +2.1% |
| 3M | +5.2% | -5.1% | +10.3% | +4.9% |
| 6M | -18.4% | +3.1% | -21.5% | -21.1% |
| YTD | +2.4% | -21.0% | +23.4% | +6.5% |
| 1Y | +0.9% | -15.2% | +16.1% | +2.4% |
| 3Y | +48.4% | +56.4% | -8.1% | +26.1% |
| All | +48.4% | +54.6% | -6.2% | +26.1% |
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 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