+48.4%
NU vs BTI
+121.7%
-73.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +6.0% | -1.4% | +7.4% | +6.4% |
| 30D | +10.8% | -7.0% | +17.8% | +12.9% |
| 3M | +32.2% | -6.3% | +38.5% | +33.8% |
| 6M | +5.1% | -2.0% | +7.1% | +4.6% |
| YTD | -8.4% | +0.2% | -8.6% | -9.6% |
| 1Y | +0.7% | +3.8% | -3.1% | -1.8% |
| 3Y | +125.1% | +112.1% | +13.0% | +64.2% |
| All | +48.4% | +121.7% | -73.3% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling