+14.5%
NU vs BIL
+20.3%
-5.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -24.1% | +0.3% | -24.4% | -23.9% |
| 3M | -12.8% | +0.9% | -13.7% | -11.7% |
| 6M | -10.9% | +1.8% | -12.7% | -8.4% |
| YTD | -29.3% | +3.1% | -32.5% | -26.5% |
| 1Y | -26.9% | +3.7% | -30.6% | -23.7% |
| 3Y | +38.8% | +13.8% | +25.0% | -14.1% |
| All | +14.5% | +20.3% | -5.7% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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