+28.0%
NU vs BN
+36.4%
-8.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.6% | +13.4% | +12.9% |
| 7D | +9.9% | -1.0% | +10.9% | +10.5% |
| 30D | -11.5% | +14.0% | -25.4% | -20.1% |
| 3M | -5.1% | -9.0% | +3.9% | +1.0% |
| 6M | +3.1% | -8.8% | +11.9% | +9.3% |
| YTD | -21.0% | -10.3% | -10.8% | -16.0% |
| 1Y | -15.2% | -5.8% | -9.4% | -13.1% |
| 3Y | +56.4% | +94.8% | -38.3% | -13.3% |
| All | +28.0% | +36.4% | -8.4% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling