+310.6%
BE vs NU
-3.4%
+314.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +9.7% | -4.2% | +13.9% | +12.8% |
| 30D | +22.4% | +10.0% | +12.3% | +13.4% |
| 3M | +10.4% | +29.3% | -18.9% | -8.9% |
| 6M | +67.9% | +0.9% | +66.9% | +67.2% |
| YTD | +197.5% | -10.3% | +207.8% | +223.1% |
| 1Y | +310.6% | -3.2% | +313.7% | +317.7% |
| All | +310.6% | -3.4% | +314.0% | +317.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling