+125.1%
NU vs B
+197.9%
-72.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.1% |
| 7D | +6.0% | +2.3% | +3.7% | +5.4% |
| 30D | +10.8% | +1.4% | +9.4% | +10.2% |
| 3M | +32.2% | +12.2% | +20.0% | +27.7% |
| 6M | +5.1% | -2.1% | +7.3% | +4.4% |
| YTD | -8.4% | +2.9% | -11.4% | -10.5% |
| 1Y | +0.7% | +55.3% | -54.6% | -11.5% |
| 3Y | +125.1% | +198.7% | -73.6% | +66.2% |
| All | +125.1% | +197.9% | -72.8% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling