+1,784.6%
BE vs NU
+124.8%
+1,659.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.3% | +9.9% | +9.8% |
| 7D | +29.8% | +6.0% | +23.7% | +26.0% |
| 30D | +26.4% | +10.8% | +15.6% | +19.6% |
| 3M | +9.3% | +32.2% | -22.8% | -4.8% |
| 6M | +105.1% | +5.1% | +99.9% | +97.9% |
| YTD | +219.0% | -8.4% | +227.5% | +229.1% |
| 1Y | +418.8% | +0.7% | +418.0% | +417.2% |
| 3Y | +1,784.6% | +125.1% | +1,659.5% | +887.3% |
| All | +1,784.6% | +124.8% | +1,659.8% | +887.3% |
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