+39.8%
IWM vs NU
+33.3%
+6.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -1.0% |
| 7D | -1.1% | -2.6% | +1.5% | -0.7% |
| 30D | -3.1% | +8.2% | -11.3% | -4.8% |
| 3M | +2.2% | +26.3% | -24.0% | -2.6% |
| 6M | +15.1% | +2.2% | +12.8% | +13.9% |
| YTD | +18.6% | -10.4% | +29.0% | +20.0% |
| 1Y | +24.0% | -3.0% | +27.0% | +23.5% |
| 3Y | +63.7% | +120.3% | -56.5% | +37.6% |
| All | +39.8% | +33.3% | +6.5% | +14.9% |
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