+41.5%
NU vs BAX
-67.5%
+109.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.3% |
| 7D | -4.9% | -7.9% | +3.0% | -3.0% |
| 30D | +7.8% | -11.7% | +19.5% | +11.0% |
| 3M | +20.9% | +16.2% | +4.7% | +16.0% |
| 6M | +0.9% | +32.0% | -31.1% | -6.5% |
| YTD | -12.7% | +24.7% | -37.4% | -18.7% |
| 1Y | -6.4% | -2.6% | -3.8% | -7.8% |
| 3Y | +98.1% | -35.0% | +133.1% | +111.9% |
| All | +41.5% | -67.5% | +109.0% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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