+1,043.7%
BE vs NU
+30.0%
+1,013.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.7% | +9.3% | +7.8% |
| 7D | +9.0% | -4.9% | +13.9% | +11.3% |
| 30D | +16.3% | +7.8% | +8.5% | +11.9% |
| 3M | +10.8% | +20.9% | -10.1% | +1.4% |
| 6M | +73.2% | +0.9% | +72.3% | +70.6% |
| YTD | +217.4% | -12.7% | +230.0% | +232.7% |
| 1Y | +309.8% | -6.4% | +316.2% | +320.1% |
| 3Y | +1,726.2% | +98.1% | +1,628.1% | +1,207.0% |
| All | +1,043.7% | +30.0% | +1,013.8% | +679.1% |
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