+45.4%
NU vs SPG
+70.5%
-25.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -4.2% | -2.2% | -2.0% | -2.8% |
| 30D | +10.0% | -5.8% | +15.8% | +14.4% |
| 3M | +29.3% | -2.8% | +32.1% | +30.9% |
| 6M | +0.9% | +8.9% | -7.9% | -5.5% |
| YTD | -10.3% | +14.3% | -24.6% | -19.3% |
| 1Y | -3.2% | +19.5% | -22.6% | -15.9% |
| 3Y | +120.6% | +106.9% | +13.7% | +19.0% |
| All | +45.4% | +70.5% | -25.1% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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