+103.5%
NU vs BB
+62.2%
+41.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.5% |
| 7D | -4.2% | -2.1% | -2.1% | -3.9% |
| 30D | +10.0% | -16.0% | +26.1% | +12.8% |
| 3M | +29.3% | -14.5% | +43.8% | +30.8% |
| 6M | +0.9% | +118.6% | -117.6% | -15.1% |
| YTD | -10.3% | +98.9% | -109.2% | -23.3% |
| 1Y | -3.2% | +99.5% | -102.6% | -17.9% |
| All | +103.5% | +62.2% | +41.4% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling