+125.1%
NU vs BUD
+48.7%
+76.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +6.0% | +0.8% | +5.3% | +5.9% |
| 30D | +10.8% | -4.8% | +15.6% | +11.8% |
| 3M | +32.2% | +1.4% | +30.8% | +31.6% |
| 6M | +5.1% | +9.9% | -4.7% | +2.7% |
| YTD | -8.4% | +26.3% | -34.8% | -13.4% |
| 1Y | +0.7% | +36.1% | -35.4% | -6.5% |
| 3Y | +125.1% | +48.6% | +76.5% | +96.8% |
| All | +125.1% | +48.7% | +76.4% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling