+45.2%
NU vs CDW
-23.1%
+68.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.5% |
| 7D | -2.6% | -4.2% | +1.6% | -0.8% |
| 30D | +8.2% | +4.9% | +3.4% | +5.5% |
| 3M | +26.3% | +7.3% | +19.0% | +19.9% |
| 6M | +2.2% | +19.2% | -16.9% | -11.6% |
| YTD | -10.4% | +6.2% | -16.6% | -18.1% |
| 1Y | -3.0% | -14.0% | +11.0% | +1.0% |
| 3Y | +120.3% | -30.0% | +150.2% | +147.6% |
| All | +45.2% | -23.1% | +68.3% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling