-36.8%
NUAI vs SPY
+78.7%
-115.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.0% | -0.5% | +22.5% | +23.0% |
| 7D | +36.1% | +0.5% | +35.5% | +34.5% |
| 30D | +25.0% | -0.9% | +25.9% | +26.7% |
| 3M | +34.6% | +3.9% | +30.7% | +27.4% |
| 6M | +44.7% | +14.5% | +30.2% | +20.5% |
| YTD | +125.3% | +12.9% | +112.3% | +91.0% |
| 1Y | +1,906.1% | +19.4% | +1,886.7% | +1,507.8% |
| 3Y | -36.8% | +78.5% | -115.3% | -57.1% |
| All | -36.8% | +78.7% | -115.5% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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