+45.2%
NU vs BA
-0.5%
+45.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.1% | -1.1% |
| 7D | -2.6% | -1.2% | -1.4% | -2.0% |
| 30D | +8.2% | -11.3% | +19.6% | +15.0% |
| 3M | +26.3% | -3.8% | +30.0% | +28.2% |
| 6M | +2.2% | -8.3% | +10.5% | +5.8% |
| YTD | -10.4% | -4.9% | -5.5% | -9.5% |
| 1Y | -3.0% | -10.1% | +7.1% | +0.1% |
| 3Y | +120.3% | -2.3% | +122.6% | +105.3% |
| All | +45.2% | -0.5% | +45.7% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling