+45.4%
NU vs BR
+5.9%
+39.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -4.2% | -6.0% | +1.8% | -1.1% |
| 30D | +10.0% | -0.9% | +10.9% | +10.3% |
| 3M | +29.3% | +16.4% | +12.9% | +17.4% |
| 6M | +0.9% | -8.2% | +9.1% | +5.2% |
| YTD | -10.3% | -23.2% | +12.9% | +4.2% |
| 1Y | -3.2% | -30.9% | +27.8% | +21.1% |
| 3Y | +120.6% | -5.0% | +125.5% | +108.5% |
| All | +45.4% | +5.9% | +39.5% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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