+125.0%
NU vs BA
-2.4%
+127.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | +7.5% | +1.2% | +6.3% | +7.1% |
| 30D | +6.1% | -11.6% | +17.8% | +10.1% |
| 3M | +26.8% | -2.4% | +29.2% | +27.6% |
| 6M | +2.5% | -6.6% | +9.1% | +3.9% |
| YTD | -8.2% | -2.2% | -5.9% | -8.3% |
| 1Y | +3.4% | -8.0% | +11.4% | +4.6% |
| All | +125.0% | -2.4% | +127.5% | +108.5% |
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