+74.4%
SPY vs NU
+33.3%
+41.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.2% |
| 7D | -0.4% | -2.6% | +2.2% | 0.0% |
| 30D | -1.4% | +8.2% | -9.6% | -2.6% |
| 3M | +3.7% | +26.3% | -22.6% | 0.0% |
| 6M | +13.0% | +2.2% | +10.8% | +12.1% |
| YTD | +12.4% | -10.4% | +22.8% | +13.3% |
| 1Y | +18.5% | -3.0% | +21.5% | +18.0% |
| 3Y | +77.6% | +120.3% | -42.6% | +55.6% |
| All | +74.4% | +33.3% | +41.0% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling