+125.1%
NU vs CDW
-29.2%
+154.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | +0.9% |
| 7D | +6.0% | -3.9% | +9.9% | +6.9% |
| 30D | +10.8% | +6.9% | +3.9% | +8.9% |
| 3M | +32.2% | +7.7% | +24.5% | +28.7% |
| 6M | +5.1% | +18.3% | -13.2% | -2.4% |
| YTD | -8.4% | +7.8% | -16.2% | -12.5% |
| 1Y | +0.7% | -12.2% | +12.9% | +4.8% |
| 3Y | +125.1% | -28.9% | +154.1% | +143.4% |
| All | +125.1% | -29.2% | +154.3% | +143.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling