-21.3%
DIS vs NU
+6.9%
-28.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.8% |
| 7D | +5.2% | +3.6% | +1.6% | +4.6% |
| 30D | +11.5% | -22.8% | +34.2% | +16.2% |
| 3M | +11.5% | -14.8% | +26.3% | +13.7% |
| 6M | +8.9% | -16.9% | +25.8% | +11.1% |
| YTD | +3.4% | -28.1% | +31.5% | +7.8% |
| 1Y | +7.2% | -24.5% | +31.7% | +10.7% |
| 3Y | +43.3% | +44.8% | -1.4% | +27.3% |
| All | -21.3% | +6.9% | -28.2% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling