+48.8%
NU vs BN
+33.9%
+14.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | +7.5% | -2.5% | +10.0% | +9.4% |
| 30D | +6.1% | -9.5% | +15.6% | +14.0% |
| 3M | +26.8% | -10.4% | +37.2% | +36.9% |
| 6M | +2.5% | -6.4% | +8.8% | +6.8% |
| YTD | -8.2% | -11.9% | +3.7% | -0.6% |
| 1Y | +3.4% | -8.6% | +12.0% | +8.4% |
| 3Y | +116.2% | +77.6% | +38.6% | +29.0% |
| All | +48.8% | +33.9% | +14.8% | +24.1% |
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