+48.4%
NU vs BB
-14.5%
+62.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.0% |
| 7D | +6.0% | +0.5% | +5.5% | +5.8% |
| 30D | +10.8% | -12.4% | +23.1% | +15.0% |
| 3M | +32.2% | -15.3% | +47.4% | +35.5% |
| 6M | +5.1% | +128.8% | -123.6% | -27.4% |
| YTD | -8.4% | +107.7% | -116.1% | -34.6% |
| 1Y | +0.7% | +103.9% | -103.2% | -29.0% |
| 3Y | +125.1% | +72.6% | +52.5% | +54.6% |
| All | +48.4% | -14.5% | +62.9% | +61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling