+35.3%
IWM vs NU
+7.4%
+28.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.3% |
| 7D | +0.3% | +4.0% | -3.8% | -0.4% |
| 30D | +0.6% | -25.1% | +25.6% | +5.7% |
| 3M | -6.2% | -12.8% | +6.6% | -4.7% |
| 6M | -0.8% | -12.5% | +11.7% | +0.4% |
| YTD | +14.8% | -27.8% | +42.6% | +20.0% |
| 1Y | +16.1% | -24.6% | +40.7% | +20.4% |
| 3Y | +71.5% | +41.8% | +29.7% | +55.0% |
| All | +35.3% | +7.4% | +28.0% | +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 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