+66.2%
TSM vs NU
-3.4%
+69.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | +2.6% | -4.2% | +6.9% | +4.1% |
| 30D | +1.4% | +10.0% | -8.6% | -2.6% |
| 3M | +5.0% | +29.3% | -24.3% | -5.2% |
| 6M | +24.0% | +0.9% | +23.0% | +22.5% |
| YTD | +41.6% | -10.3% | +51.9% | +45.3% |
| 1Y | +66.2% | -3.2% | +69.3% | +63.8% |
| All | +66.2% | -3.4% | +69.6% | +63.8% |
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