-3.2%
NU vs SE
-43.9%
+40.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.3% |
| 7D | -4.2% | -4.8% | +0.6% | -3.4% |
| 30D | +10.0% | -18.1% | +28.1% | +13.6% |
| 3M | +29.3% | +30.6% | -1.4% | +21.9% |
| 6M | +0.9% | +20.8% | -19.8% | -4.2% |
| YTD | -10.3% | -15.6% | +5.3% | -10.2% |
| 1Y | -3.2% | -44.2% | +41.1% | -3.8% |
| All | -3.2% | -43.9% | +40.8% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling