-15.2%
NU vs SPGI
+2.7%
-17.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.7% | +11.5% |
| 7D | +9.9% | +1.2% | +8.7% | +9.6% |
| 30D | -11.5% | +15.9% | -27.4% | -14.1% |
| 3M | -5.1% | +12.3% | -17.4% | -7.6% |
| 6M | +3.1% | +23.7% | -20.6% | -1.7% |
| YTD | -21.0% | -3.5% | -17.5% | -24.5% |
| 1Y | -15.2% | +0.4% | -15.6% | -18.8% |
| All | -15.2% | +2.7% | -17.9% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling