+45.4%
NU vs SE
-59.1%
+104.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.4% |
| 7D | -4.2% | -4.8% | +0.6% | -2.6% |
| 30D | +10.0% | -18.1% | +28.1% | +17.3% |
| 3M | +29.3% | +30.6% | -1.4% | +16.5% |
| 6M | +0.9% | +20.8% | -19.8% | -7.2% |
| YTD | -10.3% | -15.6% | +5.3% | -7.8% |
| 1Y | -3.2% | -44.2% | +41.1% | +13.7% |
| 3Y | +120.6% | +181.5% | -61.0% | +34.7% |
| All | +45.4% | -59.1% | +104.5% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling