+125.1%
NU vs SPGI
+17.8%
+107.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.9% |
| 7D | +6.0% | -2.5% | +8.5% | +6.9% |
| 30D | +10.8% | +5.4% | +5.4% | +8.2% |
| 3M | +32.2% | +9.0% | +23.1% | +26.5% |
| 6M | +5.1% | +0.8% | +4.4% | +3.9% |
| YTD | -8.4% | -12.6% | +4.1% | -4.3% |
| 1Y | +0.7% | -16.1% | +16.9% | +7.6% |
| 3Y | +125.1% | +19.0% | +106.1% | +109.4% |
| All | +125.1% | +17.8% | +107.3% | +109.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling