+737.5%
BE vs NU
+5.2%
+732.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.0% | +0.4% | -1.9% |
| 7D | +20.5% | +0.8% | +19.8% | +20.5% |
| 30D | -23.4% | -24.1% | +0.7% | -15.0% |
| 3M | -14.9% | -12.8% | -2.1% | -11.9% |
| 6M | -28.1% | -10.9% | -17.2% | -26.5% |
| YTD | +132.4% | -29.3% | +161.7% | +161.7% |
| 1Y | +59.4% | -26.9% | +86.2% | +77.9% |
| 3Y | +1,815.8% | +38.8% | +1,777.0% | +1,463.9% |
| All | +737.5% | +5.2% | +732.4% | +513.0% |
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