+98.1%
NU vs SEI
+594.6%
-496.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.1% | -7.8% | -3.2% |
| 7D | -4.9% | +22.6% | -27.5% | -7.1% |
| 30D | +7.8% | +9.1% | -1.3% | +6.5% |
| 3M | +20.9% | -11.3% | +32.3% | +21.2% |
| 6M | +0.9% | +22.0% | -21.1% | -2.9% |
| YTD | -12.7% | +47.3% | -59.9% | -17.7% |
| 1Y | -6.4% | +124.8% | -131.2% | -15.6% |
| 3Y | +98.1% | +591.3% | -493.2% | +55.6% |
| All | +98.1% | +594.6% | -496.5% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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