+48.8%
NU vs BUD
+48.8%
0.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | +7.5% | +0.3% | +7.2% | +7.3% |
| 30D | +6.1% | -5.7% | +11.8% | +8.6% |
| 3M | +26.8% | +3.1% | +23.7% | +24.8% |
| 6M | +2.5% | +7.9% | -5.4% | -1.5% |
| YTD | -8.2% | +27.3% | -35.5% | -18.4% |
| 1Y | +3.4% | +37.8% | -34.4% | -11.8% |
| 3Y | +116.2% | +49.8% | +66.3% | +68.5% |
| All | +48.8% | +48.8% | 0.0% | -7.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling