-94.4%
NUWE vs SPY
+14.6%
-109.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +1.7% | -12.5% | -37.1% |
| 7D | -6.9% | -0.7% | -6.2% | -6.2% |
| 30D | +663.8% | -1.0% | +664.8% | +693.6% |
| 3M | +180.3% | -0.3% | +180.7% | +179.3% |
| 6M | -86.6% | +7.3% | -93.9% | -88.5% |
| YTD | -91.3% | +13.3% | -104.7% | -93.0% |
| 1Y | -94.4% | +14.8% | -109.2% | -95.6% |
| All | -94.4% | +14.6% | -109.0% | -95.6% |
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