+78.5%
SPY vs NU
+124.8%
-46.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.5% |
| 7D | +0.5% | +6.0% | -5.5% | -0.6% |
| 30D | -0.9% | +10.8% | -11.7% | -3.0% |
| 3M | +3.9% | +32.2% | -28.3% | -1.7% |
| 6M | +14.5% | +5.1% | +9.4% | +12.8% |
| YTD | +12.9% | -8.4% | +21.3% | +13.7% |
| 1Y | +19.4% | +0.7% | +18.6% | +17.8% |
| 3Y | +78.5% | +125.1% | -46.7% | +47.4% |
| All | +78.5% | +124.8% | -46.3% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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