+48.8%
NU vs SLB
+109.5%
-60.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | +7.5% | +0.8% | +6.6% | +7.2% |
| 30D | +6.1% | +15.8% | -9.7% | +2.0% |
| 3M | +26.8% | -0.3% | +27.2% | +26.3% |
| 6M | +2.5% | +21.3% | -18.9% | -3.9% |
| YTD | -8.2% | +52.3% | -60.5% | -19.5% |
| 1Y | +3.4% | +63.6% | -60.2% | -11.4% |
| 3Y | +116.2% | +3.8% | +112.4% | +104.5% |
| All | +48.8% | +109.5% | -60.7% | -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 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