+103.3%
NU vs SE
+178.2%
-74.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | -1.2% |
| 7D | -2.6% | -3.6% | +1.0% | -1.8% |
| 30D | +8.2% | -5.3% | +13.5% | +9.0% |
| 3M | +26.3% | +28.1% | -1.8% | +18.0% |
| 6M | +2.2% | +20.7% | -18.4% | -3.6% |
| YTD | -10.4% | -14.8% | +4.4% | -8.8% |
| 1Y | -3.0% | -43.6% | +40.6% | +8.4% |
| All | +103.3% | +178.2% | -74.9% | +64.7% |
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