-24.1%
NU vs BTI
+24.7%
-48.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.1% | +3.2% |
| 7D | +0.2% | +5.3% | -5.1% | +0.1% |
| 30D | -21.0% | +19.1% | -40.1% | -21.7% |
| 3M | -16.3% | +6.5% | -22.8% | -16.2% |
| 6M | -15.3% | +9.4% | -24.7% | -16.2% |
| YTD | -28.4% | +14.4% | -42.8% | -29.8% |
| 1Y | -24.1% | +23.9% | -48.0% | -31.8% |
| All | -24.1% | +24.7% | -48.8% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling