+103.5%
NU vs BLDR
-58.1%
+161.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.1% | +1.1% |
| 7D | -4.2% | -8.1% | +3.9% | -2.3% |
| 30D | +10.0% | -21.5% | +31.5% | +16.6% |
| 3M | +29.3% | -21.0% | +50.2% | +35.4% |
| 6M | +0.9% | -37.1% | +38.0% | +11.6% |
| YTD | -10.3% | -42.7% | +32.4% | +0.5% |
| 1Y | -3.2% | -58.0% | +54.8% | +17.2% |
| All | +103.5% | -58.1% | +161.6% | +133.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling