-19.7%
DIS vs NU
+9.9%
-29.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | +1.6% |
| 7D | +5.3% | +6.4% | -1.1% | +4.2% |
| 30D | +10.2% | -23.3% | +33.6% | +15.1% |
| 3M | +13.5% | -10.7% | +24.2% | +14.8% |
| 6M | +11.1% | -10.4% | +21.6% | +12.0% |
| YTD | +5.5% | -26.2% | +31.7% | +9.5% |
| 1Y | +9.1% | -22.1% | +31.2% | +12.1% |
| 3Y | +36.0% | +49.6% | -13.6% | +20.1% |
| All | -19.7% | +9.9% | -29.5% | -34.2% |
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