+98.1%
NU vs SBAC
-9.4%
+107.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -2.8% |
| 7D | -4.9% | -2.1% | -2.8% | -4.7% |
| 30D | +7.8% | +2.0% | +5.8% | +7.6% |
| 3M | +20.9% | -8.3% | +29.2% | +21.8% |
| 6M | +0.9% | +0.3% | +0.6% | +1.2% |
| YTD | -12.7% | -2.2% | -10.5% | -12.1% |
| 1Y | -6.4% | -4.6% | -1.8% | -5.6% |
| 3Y | +98.1% | -8.3% | +106.4% | +103.4% |
| All | +98.1% | -9.4% | +107.5% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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