+16.9%
NU vs SLB
+81.8%
-64.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | +4.0% | -4.3% | +8.3% | +5.3% |
| 30D | -25.1% | +1.9% | -27.0% | -25.5% |
| 3M | -12.8% | -5.7% | -7.1% | -11.7% |
| 6M | -12.5% | -5.3% | -7.1% | -12.0% |
| YTD | -27.8% | +32.2% | -60.0% | -34.4% |
| 1Y | -24.6% | +38.5% | -63.1% | -32.4% |
| 3Y | +41.8% | +1.1% | +40.7% | +35.5% |
| All | +16.9% | +81.8% | -64.8% | -22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling