+103.3%
NU vs SPOT
+235.3%
-132.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.9% |
| 7D | -2.6% | -6.5% | +3.9% | -0.8% |
| 30D | +8.2% | +2.2% | +6.0% | +7.5% |
| 3M | +26.3% | +5.4% | +20.9% | +23.9% |
| 6M | +2.2% | -4.0% | +6.3% | +2.3% |
| YTD | -10.4% | -9.9% | -0.5% | -8.8% |
| 1Y | -3.0% | -27.3% | +24.3% | +6.2% |
| All | +103.3% | +235.3% | -132.0% | +50.3% |
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