+56.4%
NU vs BA
-15.7%
+72.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | 0.0% | +11.8% | +11.8% |
| 7D | +9.9% | -1.1% | +11.0% | +10.3% |
| 30D | -11.5% | -7.1% | -4.3% | -9.6% |
| 3M | -5.1% | -25.5% | +20.4% | +3.8% |
| 6M | +3.1% | -28.7% | +31.8% | +13.8% |
| YTD | -21.0% | -21.0% | 0.0% | -15.8% |
| 1Y | -15.2% | -11.9% | -3.3% | -12.4% |
| 3Y | +56.4% | -16.2% | +72.6% | +41.5% |
| All | +56.4% | -15.7% | +72.2% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling