+45.2%
NU vs BIDU
-38.1%
+83.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -2.6% | -2.4% | -0.1% | -2.0% |
| 30D | +8.2% | -16.0% | +24.2% | +13.9% |
| 3M | +26.3% | -24.0% | +50.3% | +36.7% |
| 6M | +2.2% | -24.9% | +27.1% | +9.7% |
| YTD | -10.4% | -29.6% | +19.2% | -2.3% |
| 1Y | -3.0% | -15.2% | +12.2% | -3.1% |
| 3Y | +120.3% | -32.2% | +152.4% | +128.5% |
| All | +45.2% | -38.1% | +83.3% | +62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling