+48.4%
NU vs SPXU
-83.7%
+132.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | +0.6% |
| 7D | +6.0% | -1.5% | +7.5% | +5.3% |
| 30D | +10.8% | +3.7% | +7.0% | +13.3% |
| 3M | +32.2% | -9.6% | +41.7% | +26.7% |
| 6M | +5.1% | -32.4% | +37.5% | -12.3% |
| YTD | -8.4% | -28.7% | +20.3% | -20.6% |
| 1Y | +0.7% | -38.2% | +38.9% | -18.0% |
| 3Y | +125.1% | -80.4% | +205.6% | +14.5% |
| All | +48.4% | -83.7% | +132.1% | +3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling