+41.5%
NU vs SPXS
-83.4%
+124.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.2% | -4.0% |
| 7D | -4.9% | +2.5% | -7.4% | -3.6% |
| 30D | +7.8% | +4.2% | +3.6% | +10.5% |
| 3M | +20.9% | -9.3% | +30.2% | +15.9% |
| 6M | +0.9% | -30.7% | +31.6% | -14.7% |
| YTD | -12.7% | -28.1% | +15.4% | -23.9% |
| 1Y | -6.4% | -35.1% | +28.7% | -21.7% |
| 3Y | +98.1% | -79.6% | +177.7% | +3.6% |
| All | +41.5% | -83.4% | +124.9% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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