+41.5%
NU vs BLDR
-21.1%
+62.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.0% | -3.6% |
| 7D | -4.9% | -8.2% | +3.4% | -1.9% |
| 30D | +7.8% | -16.6% | +24.4% | +15.0% |
| 3M | +20.9% | -23.2% | +44.1% | +31.1% |
| 6M | +0.9% | -33.7% | +34.6% | +15.2% |
| YTD | -12.7% | -41.3% | +28.7% | +3.0% |
| 1Y | -6.4% | -58.8% | +52.4% | +27.0% |
| 3Y | +98.1% | -57.5% | +155.6% | +137.7% |
| All | +41.5% | -21.1% | +62.6% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling