-24.1%
NU vs BA
-12.3%
-11.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.1% | +1.1% | +2.4% |
| 7D | +0.2% | +5.9% | -5.7% | -2.1% |
| 30D | -21.0% | -8.2% | -12.9% | -18.5% |
| 3M | -16.3% | -25.4% | +9.0% | -6.7% |
| 6M | -15.3% | -20.0% | +4.7% | -8.4% |
| YTD | -28.4% | -18.5% | -9.9% | -25.0% |
| 1Y | -24.1% | -10.6% | -13.5% | -22.4% |
| All | -24.1% | -12.3% | -11.8% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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