+103.5%
NU vs BWA
+68.2%
+35.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | 0.0% |
| 7D | -4.2% | -0.1% | -4.1% | -4.2% |
| 30D | +10.0% | -5.5% | +15.5% | +11.6% |
| 3M | +29.3% | -7.6% | +36.9% | +31.5% |
| 6M | +0.9% | +25.0% | -24.0% | -6.6% |
| YTD | -10.3% | +47.0% | -57.2% | -22.4% |
| 1Y | -3.2% | +54.0% | -57.2% | -17.9% |
| All | +103.5% | +68.2% | +35.3% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling