+96.3%
BKNG vs NU
+33.5%
+62.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -10.7% | -4.2% | -6.5% | -9.8% |
| 30D | -18.1% | +10.0% | -28.1% | -19.9% |
| 3M | +8.5% | +29.3% | -20.7% | +2.5% |
| 6M | -0.1% | +0.9% | -1.0% | -0.9% |
| YTD | -18.2% | -10.3% | -8.0% | -17.2% |
| 1Y | -19.9% | -3.2% | -16.7% | -20.3% |
| 3Y | +41.6% | +120.6% | -79.0% | +14.9% |
| All | +96.3% | +33.5% | +62.8% | +56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling