+48.4%
NU vs SLB
+108.0%
-59.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | -0.1% |
| 7D | +6.0% | +0.4% | +5.6% | +5.9% |
| 30D | +10.8% | +13.6% | -2.8% | +7.0% |
| 3M | +32.2% | +1.5% | +30.7% | +31.0% |
| 6M | +5.1% | +23.0% | -17.9% | -1.7% |
| YTD | -8.4% | +51.2% | -59.6% | -19.5% |
| 1Y | +0.7% | +63.5% | -62.8% | -13.7% |
| 3Y | +125.1% | +2.5% | +122.6% | +113.6% |
| All | +48.4% | +108.0% | -59.6% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 5y: compounded portfolio wealth divided by compounded SLB 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…
5y analysis · Full analysis span regression · 6 months rolling