-24.1%
NU vs STT
+53.6%
-77.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +2.1% |
| 7D | +0.2% | -0.1% | +0.2% | +0.2% |
| 30D | -21.0% | -1.7% | -19.3% | -20.3% |
| 3M | -16.3% | -6.4% | -9.9% | -13.4% |
| 6M | -15.3% | +17.7% | -33.0% | -22.1% |
| YTD | -28.4% | +36.9% | -65.3% | -39.4% |
| 1Y | -24.1% | +52.0% | -76.1% | -39.7% |
| All | -24.1% | +53.6% | -77.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling