+45.4%
NU vs BBWI
-73.9%
+119.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.5% |
| 7D | -4.2% | -8.0% | +3.8% | -2.1% |
| 30D | +10.0% | -6.6% | +16.7% | +11.5% |
| 3M | +29.3% | -2.7% | +32.0% | +28.9% |
| 6M | +0.9% | -12.8% | +13.7% | +2.6% |
| YTD | -10.3% | -10.5% | +0.2% | -10.6% |
| 1Y | -3.2% | -35.3% | +32.2% | +5.0% |
| 3Y | +120.6% | -47.7% | +168.3% | +139.9% |
| All | +45.4% | -73.9% | +119.3% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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