-6.4%
NU vs BWA
+55.6%
-62.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -2.9% |
| 7D | -4.9% | -1.3% | -3.6% | -4.7% |
| 30D | +7.8% | -2.9% | +10.8% | +8.2% |
| 3M | +20.9% | -10.7% | +31.6% | +22.3% |
| 6M | +0.9% | +26.5% | -25.6% | -4.2% |
| YTD | -12.7% | +49.1% | -61.8% | -21.0% |
| 1Y | -6.4% | +52.1% | -58.5% | -16.2% |
| All | -6.4% | +55.6% | -62.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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