-24.1%
NU vs SPMO
+11.0%
-35.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.7% |
| 7D | +0.2% | -8.9% | +9.0% | +4.6% |
| 30D | -21.0% | -13.8% | -7.2% | -15.2% |
| 3M | -16.3% | -12.5% | -3.8% | -10.7% |
| 6M | -15.3% | -1.5% | -13.8% | -21.1% |
| YTD | -28.4% | +11.3% | -39.7% | -41.3% |
| 1Y | -24.1% | +11.5% | -35.6% | -38.2% |
| All | -24.1% | +11.0% | -35.1% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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