+98.1%
NU vs SPMO
+155.8%
-57.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -3.1% |
| 7D | -4.9% | -0.9% | -3.9% | -4.2% |
| 30D | +7.8% | -1.9% | +9.7% | +9.4% |
| 3M | +20.9% | -1.4% | +22.3% | +19.9% |
| 6M | +0.9% | +25.5% | -24.6% | -23.2% |
| YTD | -12.7% | +24.8% | -37.5% | -33.0% |
| 1Y | -6.4% | +24.5% | -30.9% | -28.0% |
| 3Y | +98.1% | +157.1% | -59.0% | -30.4% |
| All | +98.1% | +155.8% | -57.7% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling