+48.4%
NU vs BLDR
-18.2%
+66.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +1.6% |
| 7D | +6.0% | -0.3% | +6.4% | +6.1% |
| 30D | +10.8% | -16.2% | +27.0% | +17.9% |
| 3M | +32.2% | -14.4% | +46.6% | +37.4% |
| 6M | +5.1% | -32.8% | +37.9% | +19.5% |
| YTD | -8.4% | -39.2% | +30.8% | +6.6% |
| 1Y | +0.7% | -57.7% | +58.4% | +35.2% |
| 3Y | +125.1% | -55.3% | +180.4% | +164.6% |
| All | +48.4% | -18.2% | +66.6% | +14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling