+98.1%
NU vs SCCO
+177.0%
-78.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | -4.9% | -2.7% | -2.2% | -4.3% |
| 30D | +7.8% | -0.7% | +8.5% | +7.6% |
| 3M | +20.9% | +8.1% | +12.8% | +17.0% |
| 6M | +0.9% | +4.1% | -3.2% | -2.5% |
| YTD | -12.7% | +41.1% | -53.8% | -24.4% |
| 1Y | -6.4% | +95.6% | -102.0% | -27.8% |
| 3Y | +98.1% | +179.3% | -81.1% | +35.3% |
| All | +98.1% | +177.0% | -78.9% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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