+56.4%
NU vs SE
+65.6%
-9.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.6% | +11.5% |
| 7D | +9.9% | -0.5% | +10.4% | +10.0% |
| 30D | -11.5% | -20.9% | +9.5% | -7.0% |
| 3M | -5.1% | -38.9% | +33.8% | +5.5% |
| 6M | +3.1% | -19.4% | +22.5% | +6.6% |
| YTD | -21.0% | -40.9% | +19.9% | -13.1% |
| 1Y | -15.2% | -46.2% | +31.0% | -4.9% |
| 3Y | +56.4% | +63.7% | -7.3% | +49.8% |
| All | +56.4% | +65.6% | -9.2% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling