+44.8%
NU vs BA
-11.5%
+56.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +1.9% | +2.3% |
| 7D | +3.6% | +1.1% | +2.5% | +3.3% |
| 30D | -22.8% | -7.9% | -14.9% | -20.9% |
| 3M | -14.8% | -25.3% | +10.5% | -7.0% |
| 6M | -16.9% | -24.6% | +7.7% | -9.9% |
| YTD | -28.1% | -20.1% | -8.0% | -23.7% |
| 1Y | -24.5% | -11.8% | -12.8% | -22.1% |
| 3Y | +44.8% | -10.1% | +54.9% | +32.8% |
| All | +44.8% | -11.5% | +56.2% | +32.8% |
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