+41.5%
NU vs BB
-16.6%
+58.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.2% |
| 7D | -4.9% | -0.4% | -4.5% | -4.8% |
| 30D | +7.8% | -12.5% | +20.4% | +12.0% |
| 3M | +20.9% | -17.4% | +38.4% | +25.0% |
| 6M | +0.9% | +119.1% | -118.2% | -29.3% |
| YTD | -12.7% | +102.4% | -115.0% | -37.1% |
| 1Y | -6.4% | +98.2% | -104.6% | -33.4% |
| 3Y | +98.1% | +46.9% | +51.2% | +49.8% |
| All | +41.5% | -16.6% | +58.2% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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