+3.4%
NU vs B
+70.0%
-66.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.4% |
| 7D | +7.5% | -1.6% | +9.1% | +7.9% |
| 30D | +6.1% | +9.4% | -3.3% | +3.6% |
| 3M | +26.8% | +5.0% | +21.8% | +24.2% |
| 6M | +2.5% | -3.5% | +6.0% | +1.4% |
| YTD | -8.2% | +4.5% | -12.6% | -10.2% |
| 1Y | +3.4% | +67.8% | -64.4% | -2.9% |
| All | +3.4% | +70.0% | -66.6% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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