+41.5%
NU vs SU
+235.2%
-193.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | -4.9% | +2.2% | -7.1% | -5.4% |
| 30D | +7.8% | +8.4% | -0.6% | +5.8% |
| 3M | +20.9% | +12.1% | +8.8% | +17.4% |
| 6M | +0.9% | +19.7% | -18.8% | -4.8% |
| YTD | -12.7% | +58.4% | -71.1% | -24.2% |
| 1Y | -6.4% | +67.2% | -73.6% | -20.1% |
| 3Y | +98.1% | +125.0% | -26.9% | +53.9% |
| All | +41.5% | +235.2% | -193.7% | -22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling