-74.3%
NUAI vs SPY
+78.7%
-153.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | -0.4% | +17.1% | +17.5% |
| 7D | +66.9% | +3.3% | +63.6% | +56.3% |
| 30D | -36.6% | -2.7% | -33.9% | -30.6% |
| 3M | -50.8% | -1.7% | -49.1% | -47.0% |
| 6M | -44.7% | +3.1% | -47.8% | -43.7% |
| YTD | -7.2% | +11.9% | -19.1% | -17.1% |
| 1Y | -45.3% | +12.0% | -57.3% | -50.5% |
| All | -74.3% | +78.7% | -153.1% | -82.0% |
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