+103.3%
NU vs S
+13.6%
+89.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.2% | -2.2% |
| 7D | -2.6% | -1.2% | -1.4% | -2.3% |
| 30D | +8.2% | -12.6% | +20.8% | +11.1% |
| 3M | +26.3% | +27.6% | -1.3% | +17.0% |
| 6M | +2.2% | +35.5% | -33.2% | -7.9% |
| YTD | -10.4% | +29.6% | -40.0% | -18.7% |
| 1Y | -3.0% | +8.1% | -11.1% | -7.6% |
| All | +103.3% | +13.6% | +89.6% | +82.9% |
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