+2.8%
QCOM vs NU
+36.6%
-33.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.5% |
| 7D | +3.3% | +7.5% | -4.2% | +1.7% |
| 30D | +7.7% | +6.1% | +1.6% | +6.1% |
| 3M | -30.1% | +26.8% | -56.9% | -33.8% |
| 6M | +22.8% | +2.5% | +20.4% | +21.2% |
| YTD | +0.2% | -8.2% | +8.4% | +1.0% |
| 1Y | +7.9% | +3.4% | +4.5% | +5.7% |
| 3Y | +55.8% | +116.2% | -60.3% | +28.7% |
| All | +2.8% | +36.6% | -33.8% | -17.4% |
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 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