+3.4%
NU vs BTSG
+152.4%
-149.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.8% | -1.7% |
| 7D | +7.5% | +2.7% | +4.8% | +6.8% |
| 30D | +6.1% | -3.6% | +9.8% | +7.0% |
| 3M | +26.8% | +5.8% | +21.0% | +23.0% |
| 6M | +2.5% | +44.7% | -42.3% | -11.3% |
| YTD | -8.2% | +62.2% | -70.3% | -23.6% |
| 1Y | +3.4% | +152.1% | -148.7% | -22.4% |
| All | +3.4% | +152.4% | -149.0% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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