-12.8%
BKNG vs NU
+3.6%
-16.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -0.6% |
| 7D | -6.0% | +7.5% | -13.5% | -7.4% |
| 30D | -6.6% | +6.1% | -12.8% | -7.8% |
| 3M | +15.7% | +26.8% | -11.1% | +9.5% |
| 6M | +14.1% | +2.5% | +11.7% | +12.2% |
| YTD | -9.3% | -8.2% | -1.2% | -9.0% |
| 1Y | -12.8% | +3.4% | -16.1% | -14.6% |
| All | -12.8% | +3.6% | -16.3% | -14.6% |
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 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