+37.2%
DIS vs NU
+54.6%
-17.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.7% | -11.1% | -1.2% |
| 7D | +1.9% | +9.9% | -8.0% | +0.3% |
| 30D | +9.2% | -11.5% | +20.6% | +10.7% |
| 3M | +13.5% | -5.1% | +18.6% | +13.5% |
| 6M | +14.3% | +3.1% | +11.2% | +12.4% |
| YTD | +5.4% | -21.0% | +26.4% | +7.5% |
| 1Y | +12.2% | -15.2% | +27.4% | +13.0% |
| 3Y | +37.2% | +56.4% | -19.3% | +24.8% |
| All | +37.2% | +54.6% | -17.4% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling