+1,016.9%
BE vs NU
+33.3%
+983.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.2% | -0.7% | -1.9% |
| 7D | +23.9% | -2.6% | +26.5% | +25.3% |
| 30D | +27.8% | +8.2% | +19.6% | +22.9% |
| 3M | +3.7% | +26.3% | -22.5% | -6.6% |
| 6M | +78.0% | +2.2% | +75.7% | +74.4% |
| YTD | +209.9% | -10.4% | +220.3% | +221.6% |
| 1Y | +389.6% | -3.0% | +392.6% | +395.0% |
| 3Y | +1,730.6% | +120.3% | +1,610.3% | +1,154.3% |
| All | +1,016.9% | +33.3% | +983.5% | +653.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling