-19.6%
DIS vs NU
+7.4%
-27.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.5% |
| 7D | +4.4% | +4.0% | +0.4% | +3.7% |
| 30D | +10.3% | -25.1% | +35.4% | +15.6% |
| 3M | +15.5% | -12.8% | +28.4% | +17.3% |
| 6M | +11.2% | -12.5% | +23.7% | +12.5% |
| YTD | +5.6% | -27.8% | +33.4% | +10.0% |
| 1Y | +7.7% | -24.6% | +32.3% | +11.3% |
| 3Y | +39.3% | +41.8% | -2.5% | +24.3% |
| All | -19.6% | +7.4% | -27.0% | -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