+45.2%
NU vs BUD
+44.4%
+0.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.3% |
| 7D | -2.6% | -1.3% | -1.3% | -2.1% |
| 30D | +8.2% | -6.1% | +14.4% | +11.0% |
| 3M | +26.3% | -3.8% | +30.0% | +27.8% |
| 6M | +2.2% | +8.2% | -5.9% | -1.8% |
| YTD | -10.4% | +23.6% | -34.0% | -19.4% |
| 1Y | -3.0% | +33.4% | -36.4% | -16.0% |
| 3Y | +120.3% | +45.3% | +74.9% | +73.8% |
| All | +45.2% | +44.4% | +0.8% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling