+361.3%
NUTX vs SPY
+78.1%
+283.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.9% |
| 7D | -3.8% | +2.6% | -6.4% | -7.2% |
| 30D | -11.8% | -2.0% | -9.8% | -8.7% |
| 3M | -7.0% | -2.8% | -4.3% | -2.6% |
| 6M | +31.7% | +2.1% | +29.5% | +28.8% |
| YTD | +5.5% | +11.5% | -6.0% | -8.3% |
| 1Y | +59.6% | +13.5% | +46.1% | +35.2% |
| 3Y | +361.3% | +77.7% | +283.6% | +276.8% |
| All | +361.3% | +78.1% | +283.2% | +276.8% |
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