+41.5%
NU vs BIDU
-38.5%
+80.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.0% |
| 7D | -4.9% | -8.1% | +3.2% | -2.4% |
| 30D | +7.8% | -12.8% | +20.6% | +12.1% |
| 3M | +20.9% | -21.3% | +42.2% | +29.4% |
| 6M | +0.9% | -27.0% | +27.9% | +9.2% |
| YTD | -12.7% | -30.0% | +17.4% | -4.6% |
| 1Y | -6.4% | -18.3% | +11.9% | -5.2% |
| 3Y | +98.1% | -33.8% | +131.9% | +107.5% |
| All | +41.5% | -38.5% | +80.1% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling