+56.4%
NU vs SPOT
+260.4%
-203.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.4% | +9.4% | +11.1% |
| 7D | +9.9% | +1.6% | +8.3% | +9.5% |
| 30D | -11.5% | +16.9% | -28.4% | -15.4% |
| 3M | -5.1% | +23.0% | -28.1% | -10.8% |
| 6M | +3.1% | +42.2% | -39.1% | -7.9% |
| YTD | -21.0% | +5.5% | -26.5% | -23.3% |
| 1Y | -15.2% | -5.1% | -10.1% | -14.5% |
| 3Y | +56.4% | +257.9% | -201.5% | +10.4% |
| All | +56.4% | +260.4% | -203.9% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling