-57.1%
NUS vs SPY
+18.1%
-75.2%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.3% |
| 7D | +0.2% | -0.8% | +1.0% | +0.8% |
| 30D | +1.3% | -1.1% | +2.3% | +2.1% |
| 3M | -9.7% | +3.9% | -13.6% | -12.5% |
| 6M | -32.1% | +13.6% | -45.7% | -40.2% |
| YTD | -48.1% | +12.7% | -60.7% | -54.0% |
| 1Y | -57.1% | +17.5% | -74.6% | -66.0% |
| All | -57.1% | +18.1% | -75.2% | -66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling