+56.4%
NU vs S
+41.6%
+14.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.4% | +12.2% | +11.8% |
| 7D | +9.9% | +2.0% | +7.9% | +9.4% |
| 30D | -11.5% | -2.7% | -8.7% | -11.5% |
| 3M | -5.1% | -6.9% | +1.8% | -4.7% |
| 6M | +3.1% | +38.1% | -34.9% | -7.0% |
| YTD | -21.0% | +48.0% | -69.0% | -31.0% |
| 1Y | -15.2% | +34.5% | -49.7% | -24.0% |
| 3Y | +56.4% | +38.3% | +18.1% | +40.6% |
| All | +56.4% | +41.6% | +14.9% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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