-72.3%
NUAI vs SPY
+72.4%
-144.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | -0.4% | +17.1% | +17.1% |
| 7D | +66.9% | +3.3% | +63.6% | +61.7% |
| 30D | -36.6% | -2.7% | -33.9% | -33.6% |
| 3M | -50.8% | -1.7% | -49.1% | -48.8% |
| 6M | -44.7% | +3.1% | -47.8% | -43.9% |
| YTD | -7.2% | +11.9% | -19.1% | -11.1% |
| 1Y | -45.3% | +12.0% | -57.3% | -47.3% |
| 3Y | -74.3% | +78.2% | -152.5% | -78.0% |
| All | -72.3% | +72.4% | -144.7% | -76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling