+103.5%
NU vs BIDU
-34.9%
+138.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | -4.2% | -5.2% | +1.0% | -3.4% |
| 30D | +10.0% | -14.5% | +24.5% | +12.6% |
| 3M | +29.3% | -22.9% | +52.1% | +34.3% |
| 6M | +0.9% | -27.8% | +28.8% | +5.3% |
| YTD | -10.3% | -30.7% | +20.4% | -5.8% |
| 1Y | -3.2% | -15.8% | +12.6% | -2.3% |
| All | +103.5% | -34.9% | +138.4% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 3y: compounded portfolio wealth divided by compounded BIDU 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…
3y analysis · Full analysis span regression · 6 months rolling