+45.4%
NU vs SEI
+1,008.9%
-963.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.2% | +5.3% | +0.8% |
| 7D | -4.2% | +20.7% | -24.9% | -6.7% |
| 30D | +10.0% | +9.1% | +0.9% | +8.4% |
| 3M | +29.3% | -6.0% | +35.3% | +28.7% |
| 6M | +0.9% | +18.9% | -18.0% | -3.3% |
| YTD | -10.3% | +40.1% | -50.4% | -16.1% |
| 1Y | -3.2% | +120.6% | -123.8% | -15.2% |
| 3Y | +120.6% | +562.1% | -441.6% | +49.5% |
| All | +45.4% | +1,008.9% | -963.5% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling