+45.4%
NU vs SPGI
-4.1%
+49.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +1.3% |
| 7D | -4.2% | -8.9% | +4.7% | +1.5% |
| 30D | +10.0% | +0.6% | +9.4% | +9.0% |
| 3M | +29.3% | +2.0% | +27.3% | +25.7% |
| 6M | +0.9% | +0.1% | +0.9% | -0.8% |
| YTD | -10.3% | -16.4% | +6.1% | -1.7% |
| 1Y | -3.2% | -18.9% | +15.8% | +7.9% |
| 3Y | +120.6% | +13.8% | +106.8% | +78.3% |
| All | +45.4% | -4.1% | +49.5% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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