+16.9%
NU vs CDW
-8.5%
+25.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.2% | -3.5% |
| 7D | +4.0% | +13.1% | -9.0% | -1.6% |
| 30D | -25.1% | +19.1% | -44.2% | -30.9% |
| 3M | -12.8% | +24.7% | -37.6% | -21.7% |
| 6M | -12.5% | +63.4% | -75.8% | -33.1% |
| YTD | -27.8% | +26.3% | -54.2% | -39.3% |
| 1Y | -24.6% | +20.6% | -45.2% | -34.8% |
| 3Y | +41.8% | -16.3% | +58.1% | +46.6% |
| All | +16.9% | -8.5% | +25.5% | +5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling