+45.4%
NU vs BBY
+3.1%
+42.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -4.2% | +0.7% | -4.9% | -4.5% |
| 30D | +10.0% | +5.8% | +4.3% | +7.4% |
| 3M | +29.3% | +18.0% | +11.3% | +19.9% |
| 6M | +0.9% | +39.8% | -38.9% | -13.9% |
| YTD | -10.3% | +35.4% | -45.7% | -23.0% |
| 1Y | -3.2% | +21.4% | -24.6% | -13.1% |
| 3Y | +120.6% | +39.5% | +81.0% | +64.8% |
| All | +45.4% | +3.1% | +42.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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