-24.1%
NU vs SN
+156.5%
-180.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.1% | -0.8% | +2.1% |
| 7D | +0.2% | +10.6% | -10.5% | -2.6% |
| 30D | -21.0% | +20.0% | -41.0% | -25.0% |
| 3M | -16.3% | +30.4% | -46.7% | -23.3% |
| 6M | -15.3% | +91.0% | -106.3% | -33.2% |
| YTD | -28.4% | +95.9% | -124.3% | -44.2% |
| 1Y | -24.1% | +158.9% | -183.0% | -44.7% |
| All | -24.1% | +156.5% | -180.6% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 1y: compounded portfolio wealth divided by compounded SN 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…
1y analysis · Full analysis span regression · 6 months rolling