+0.6%
NXUS vs SPY
+14.7%
-14.2%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.8% | +2.6% | -3.3% | -1.0% |
| 30D | +0.5% | -2.0% | +2.5% | +0.7% |
| 3M | -0.7% | -2.8% | +2.1% | -0.5% |
| 6M | 0.0% | +2.1% | -2.1% | -0.3% |
| YTD | 0.0% | +11.5% | -11.5% | -1.3% |
| 1Y | -0.3% | +13.5% | -13.8% | -1.7% |
| All | +0.6% | +14.7% | -14.2% | -0.6% |
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 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