+45.4%
NU vs BEN
+28.9%
+16.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.9% |
| 7D | -4.2% | +0.3% | -4.5% | -4.5% |
| 30D | +10.0% | +0.9% | +9.1% | +9.3% |
| 3M | +29.3% | +9.2% | +20.1% | +22.8% |
| 6M | +0.9% | +36.8% | -35.8% | -16.0% |
| YTD | -10.3% | +44.4% | -54.7% | -28.1% |
| 1Y | -3.2% | +45.8% | -49.0% | -23.1% |
| 3Y | +120.6% | +52.5% | +68.0% | +62.4% |
| All | +45.4% | +28.9% | +16.5% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling