+98.0%
NI vs WU
-51.6%
+149.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -0.6% | -5.0% | +4.4% | +0.1% |
| 30D | -1.4% | -2.3% | +0.9% | -1.2% |
| 3M | -10.6% | -3.2% | -7.4% | -10.7% |
| 6M | -9.9% | -25.0% | +15.1% | -6.7% |
| YTD | +1.2% | -21.7% | +22.8% | +3.8% |
| 1Y | +4.4% | -9.0% | +13.4% | +4.0% |
| 3Y | +68.6% | -28.9% | +97.5% | +74.0% |
| 5Y | +98.0% | -51.0% | +149.0% | +113.3% |
| All | +98.0% | -51.6% | +149.6% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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