+98.1%
NU vs SU
+120.0%
-21.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | -4.9% | +2.2% | -7.1% | -5.2% |
| 30D | +7.8% | +8.4% | -0.6% | +6.3% |
| 3M | +20.9% | +12.1% | +8.8% | +18.4% |
| 6M | +0.9% | +19.7% | -18.8% | -4.4% |
| YTD | -12.7% | +58.4% | -71.1% | -24.3% |
| 1Y | -6.4% | +67.2% | -73.6% | -20.4% |
| 3Y | +98.1% | +125.0% | -26.9% | +56.7% |
| All | +98.1% | +120.0% | -21.8% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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