-24.1%
NU vs CDW
+13.2%
-37.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +12.7% | -9.4% | +2.3% |
| 7D | +0.2% | +3.7% | -3.6% | -0.2% |
| 30D | -21.0% | +26.0% | -47.0% | -22.0% |
| 3M | -16.3% | +10.1% | -26.4% | -17.5% |
| 6M | -15.3% | +26.1% | -41.4% | -16.9% |
| YTD | -28.4% | +25.9% | -54.2% | -28.3% |
| 1Y | -24.1% | +21.5% | -45.7% | -23.9% |
| All | -24.1% | +13.2% | -37.3% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling