+41.5%
NU vs BTDR
+17.6%
+23.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.7% | -6.4% | -3.0% |
| 7D | -4.9% | -3.4% | -1.5% | -4.7% |
| 30D | +7.8% | +32.6% | -24.8% | +5.3% |
| 3M | +20.9% | -32.2% | +53.2% | +23.2% |
| 6M | +0.9% | +52.4% | -51.5% | -3.8% |
| YTD | -12.7% | +6.7% | -19.4% | -15.1% |
| 1Y | -6.4% | -15.2% | +8.8% | -8.9% |
| 3Y | +98.1% | +14.9% | +83.2% | +76.7% |
| All | +41.5% | +17.6% | +23.9% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 5y: compounded portfolio wealth divided by compounded BTDR 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…
5y analysis · Full analysis span regression · 6 months rolling