+45.4%
NU vs SU
+235.7%
-190.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | -4.2% | +1.7% | -5.9% | -4.6% |
| 30D | +10.0% | +9.6% | +0.4% | +7.7% |
| 3M | +29.3% | +11.7% | +17.5% | +25.6% |
| 6M | +0.9% | +21.9% | -21.0% | -5.3% |
| YTD | -10.3% | +58.6% | -68.9% | -22.1% |
| 1Y | -3.2% | +66.5% | -69.7% | -17.2% |
| 3Y | +120.6% | +121.4% | -0.9% | +72.1% |
| All | +45.4% | +235.7% | -190.3% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling