-3.2%
NU vs SPG
+19.7%
-22.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -4.2% | -2.2% | -2.0% | -3.6% |
| 30D | +10.0% | -5.8% | +15.8% | +11.8% |
| 3M | +29.3% | -2.8% | +32.1% | +29.3% |
| 6M | +0.9% | +8.9% | -7.9% | -3.1% |
| YTD | -10.3% | +14.3% | -24.6% | -14.1% |
| 1Y | -3.2% | +19.5% | -22.6% | -8.3% |
| All | -3.2% | +19.7% | -22.9% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling