+73.6%
SPY vs NU
+5.2%
+68.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.2% |
| 7D | +3.3% | +0.8% | +2.5% | +3.2% |
| 30D | -2.7% | -24.1% | +21.4% | +0.8% |
| 3M | -1.7% | -12.8% | +11.0% | -0.6% |
| 6M | +3.1% | -10.9% | +13.9% | +3.7% |
| YTD | +11.9% | -29.3% | +41.2% | +15.9% |
| 1Y | +12.0% | -26.9% | +38.9% | +15.4% |
| 3Y | +78.2% | +38.8% | +39.3% | +65.1% |
| All | +73.6% | +5.2% | +68.4% | +53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling