+296.9%
TSM vs NU
+36.3%
+260.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.6% | +2.4% |
| 7D | +6.0% | +6.0% | 0.0% | +4.7% |
| 30D | +4.5% | +10.8% | -6.3% | +2.0% |
| 3M | +3.1% | +32.2% | -29.1% | -3.1% |
| 6M | +30.2% | +5.1% | +25.1% | +28.2% |
| YTD | +45.2% | -8.4% | +53.6% | +46.8% |
| 1Y | +79.6% | +0.7% | +78.8% | +77.8% |
| 3Y | +411.0% | +125.1% | +285.9% | +329.0% |
| All | +296.9% | +36.3% | +260.6% | +229.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling