+41.5%
NU vs BHP
+127.1%
-85.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -2.6% |
| 7D | -4.9% | -3.6% | -1.3% | -3.5% |
| 30D | +7.8% | -1.2% | +9.0% | +8.1% |
| 3M | +20.9% | +1.2% | +19.7% | +19.6% |
| 6M | +0.9% | +21.4% | -20.5% | -8.7% |
| YTD | -12.7% | +50.4% | -63.1% | -28.4% |
| 1Y | -6.4% | +67.5% | -73.9% | -27.1% |
| 3Y | +98.1% | +72.8% | +25.3% | +47.4% |
| All | +41.5% | +127.1% | -85.6% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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