-13.6%
BKNG vs NU
-24.1%
+10.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.3% | +6.6% | +9.3% |
| 7D | +15.6% | +0.2% | +15.4% | +15.5% |
| 30D | +8.0% | -21.0% | +29.0% | +11.4% |
| 3M | -11.8% | -16.3% | +4.5% | -10.0% |
| 6M | +3.8% | -15.3% | +19.1% | +4.8% |
| YTD | -19.6% | -28.4% | +8.8% | -16.0% |
| 1Y | -13.6% | -24.1% | +10.5% | -13.2% |
| All | -13.6% | -24.1% | +10.5% | -13.2% |
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 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