+19.3%
NU vs B
+140.8%
-121.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +2.4% |
| 7D | +2.8% | -2.7% | +5.4% | +3.4% |
| 30D | -23.0% | -4.3% | -18.7% | -22.3% |
| 3M | -9.7% | -2.3% | -7.5% | -9.4% |
| 6M | -8.7% | -16.2% | +7.5% | -5.4% |
| YTD | -26.4% | -8.8% | -17.6% | -25.9% |
| 1Y | -24.8% | +11.4% | -36.2% | -27.9% |
| 3Y | +44.6% | +174.3% | -129.7% | +8.4% |
| All | +19.3% | +140.8% | -121.5% | -1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling