-29.1%
DIS vs NU
+36.3%
-65.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | -1.1% | +6.0% | -7.1% | -2.1% |
| 30D | +0.1% | +10.8% | -10.6% | -1.8% |
| 3M | +7.1% | +32.2% | -25.1% | +1.5% |
| 6M | +4.3% | +5.1% | -0.9% | +2.8% |
| YTD | -6.9% | -8.4% | +1.5% | -6.4% |
| 1Y | -10.3% | +0.7% | -11.0% | -11.4% |
| 3Y | +32.8% | +125.1% | -92.3% | +9.5% |
| All | -29.1% | +36.3% | -65.4% | -43.8% |
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