+29.0%
BAC vs NU
+17.5%
+11.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.7% | -10.7% | -0.6% |
| 7D | +3.2% | +9.9% | -6.7% | +1.8% |
| 30D | -0.7% | -11.5% | +10.7% | +0.6% |
| 3M | -20.0% | -5.1% | -14.9% | -20.0% |
| 6M | +3.4% | +3.1% | +0.3% | +1.9% |
| YTD | -5.7% | -21.0% | +15.3% | -3.8% |
| 1Y | -1.4% | -15.2% | +13.8% | -0.5% |
| 3Y | +97.9% | +56.4% | +41.5% | +81.0% |
| All | +29.0% | +17.5% | +11.5% | +14.0% |
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