+1,659.2%
BE vs NU
+45.0%
+1,614.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -3.4% |
| 7D | -13.4% | +4.0% | -17.4% | -14.6% |
| 30D | -33.9% | -25.1% | -8.8% | -26.0% |
| 3M | -12.0% | -12.8% | +0.9% | -9.2% |
| 6M | -29.0% | -12.5% | -16.5% | -27.1% |
| YTD | +113.4% | -27.8% | +141.2% | +139.6% |
| 1Y | +33.2% | -24.6% | +57.8% | +47.4% |
| 3Y | +1,659.2% | +41.8% | +1,617.4% | +1,060.6% |
| All | +1,659.2% | +45.0% | +1,614.2% | +1,060.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling