+45.4%
NU vs SNOW
-10.9%
+56.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.3% |
| 7D | -4.2% | -7.5% | +3.3% | -1.5% |
| 30D | +10.0% | -1.3% | +11.4% | +9.6% |
| 3M | +29.3% | +37.4% | -8.2% | +13.2% |
| 6M | +0.9% | +88.1% | -87.1% | -25.6% |
| YTD | -10.3% | +50.3% | -60.6% | -28.1% |
| 1Y | -3.2% | +46.0% | -49.1% | -22.3% |
| 3Y | +120.6% | +98.7% | +21.9% | +37.4% |
| All | +45.4% | -10.9% | +56.3% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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