+41.5%
NU vs SPOT
+117.6%
-76.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -3.0% |
| 7D | -4.9% | -3.1% | -1.8% | -3.5% |
| 30D | +7.8% | +7.4% | +0.4% | +4.0% |
| 3M | +20.9% | +8.2% | +12.7% | +15.4% |
| 6M | +0.9% | +2.2% | -1.3% | -3.0% |
| YTD | -12.7% | -9.5% | -3.2% | -12.2% |
| 1Y | -6.4% | -23.8% | +17.4% | +2.6% |
| 3Y | +98.1% | +233.5% | -135.4% | -18.8% |
| All | +41.5% | +117.6% | -76.1% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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