+103.5%
NU vs SPXU
-79.4%
+183.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +1.0% |
| 7D | -4.2% | +6.4% | -10.6% | -1.4% |
| 30D | +10.0% | +5.9% | +4.1% | +13.3% |
| 3M | +29.3% | -11.7% | +40.9% | +23.3% |
| 6M | +0.9% | -28.7% | +29.6% | -11.4% |
| YTD | -10.3% | -26.4% | +16.1% | -19.3% |
| 1Y | -3.2% | -35.2% | +32.1% | -16.8% |
| All | +103.5% | -79.4% | +183.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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