+948.8%
BE vs NU
+36.6%
+912.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.3% | +8.2% |
| 7D | +20.0% | +7.5% | +12.5% | +16.1% |
| 30D | +7.9% | +6.1% | +1.8% | +4.7% |
| 3M | -13.2% | +26.8% | -40.0% | -22.0% |
| 6M | +53.5% | +2.5% | +51.0% | +50.4% |
| YTD | +191.0% | -8.2% | +199.2% | +198.8% |
| 1Y | +360.5% | +3.4% | +357.2% | +352.9% |
| 3Y | +1,568.0% | +116.2% | +1,451.8% | +1,050.3% |
| All | +948.8% | +36.6% | +912.2% | +599.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling