+28.0%
NU vs B
+131.7%
-103.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.7% | +12.4% | +11.9% |
| 7D | +9.9% | -7.3% | +17.2% | +12.0% |
| 30D | -11.5% | -3.3% | -8.1% | -10.9% |
| 3M | -5.1% | -7.8% | +2.7% | -3.3% |
| 6M | +3.1% | -15.5% | +18.7% | +6.7% |
| YTD | -21.0% | -12.3% | -8.8% | -19.7% |
| 1Y | -15.2% | +5.4% | -20.6% | -17.5% |
| 3Y | +56.4% | +165.5% | -109.1% | +18.3% |
| All | +28.0% | +131.7% | -103.7% | +7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling