+88.7%
NU vs SN
+453.9%
-365.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +1.2% |
| 7D | -4.2% | -7.2% | +3.0% | -2.3% |
| 30D | +10.0% | -13.4% | +23.4% | +14.2% |
| 3M | +29.3% | +26.8% | +2.5% | +20.0% |
| 6M | +0.9% | +44.6% | -43.7% | -10.1% |
| YTD | -10.3% | +45.3% | -55.6% | -20.3% |
| 1Y | -3.2% | +40.1% | -43.3% | -13.7% |
| 3Y | +120.6% | +375.3% | -254.7% | +62.6% |
| All | +88.7% | +453.9% | -365.2% | +37.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling