-19.3%
DIS vs NU
+9.5%
-28.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | 0.0% |
| 7D | +0.6% | +2.8% | -2.2% | +0.1% |
| 30D | +10.3% | -23.0% | +33.3% | +15.0% |
| 3M | +15.6% | -9.7% | +25.3% | +16.7% |
| 6M | +15.1% | -8.7% | +23.9% | +15.6% |
| YTD | +6.0% | -26.4% | +32.4% | +10.0% |
| 1Y | +5.7% | -24.8% | +30.5% | +9.2% |
| 3Y | +39.8% | +44.6% | -4.8% | +24.3% |
| All | -19.3% | +9.5% | -28.8% | -33.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling