+28.1%
BAC vs NU
+9.5%
+18.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.3% |
| 7D | -1.9% | +2.8% | -4.6% | -2.2% |
| 30D | -7.2% | -23.0% | +15.9% | -4.0% |
| 3M | -20.4% | -9.7% | -10.7% | -19.8% |
| 6M | +1.3% | -8.7% | +10.0% | +1.6% |
| YTD | -6.4% | -26.4% | +20.0% | -3.5% |
| 1Y | -3.5% | -24.8% | +21.3% | -0.8% |
| 3Y | +96.7% | +44.6% | +52.1% | +82.0% |
| All | +28.1% | +9.5% | +18.6% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling