+103.3%
NU vs BN
+71.3%
+32.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.2% | -1.0% |
| 7D | -2.6% | -3.0% | +0.4% | -0.8% |
| 30D | +8.2% | -13.0% | +21.2% | +17.6% |
| 3M | +26.3% | -15.2% | +41.5% | +39.2% |
| 6M | +2.2% | -5.9% | +8.2% | +5.6% |
| YTD | -10.4% | -15.8% | +5.4% | -1.6% |
| 1Y | -3.0% | -12.2% | +9.2% | +3.6% |
| All | +103.3% | +71.3% | +32.0% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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