+45.4%
NU vs SPOT
+115.9%
-70.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.3% |
| 7D | -4.2% | -6.9% | +2.6% | -0.9% |
| 30D | +10.0% | +4.1% | +5.9% | +7.7% |
| 3M | +29.3% | +3.7% | +25.6% | +25.9% |
| 6M | +0.9% | -1.6% | +2.5% | -1.1% |
| YTD | -10.3% | -10.2% | -0.1% | -9.4% |
| 1Y | -3.2% | -25.9% | +22.7% | +7.7% |
| 3Y | +120.6% | +235.6% | -115.0% | -10.1% |
| All | +45.4% | +115.9% | -70.5% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling