-6.4%
NU vs SPOT
-25.0%
+18.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -2.7% |
| 7D | -4.9% | -3.1% | -1.8% | -4.6% |
| 30D | +7.8% | +7.4% | +0.4% | +7.2% |
| 3M | +20.9% | +8.2% | +12.7% | +19.9% |
| 6M | +0.9% | +2.2% | -1.3% | +0.1% |
| YTD | -12.7% | -9.5% | -3.2% | -10.8% |
| 1Y | -6.4% | -23.8% | +17.4% | -3.7% |
| All | -6.4% | -25.0% | +18.6% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling