-6.4%
NU vs GWW
+29.1%
-35.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.3% | -2.8% |
| 7D | -4.9% | -3.4% | -1.5% | -4.2% |
| 30D | +7.8% | -1.9% | +9.7% | +8.2% |
| 3M | +20.9% | -2.4% | +23.3% | +21.2% |
| 6M | +0.9% | +15.7% | -14.8% | -4.8% |
| YTD | -12.7% | +27.6% | -40.3% | -20.7% |
| 1Y | -6.4% | +27.2% | -33.6% | -15.4% |
| All | -6.4% | +29.1% | -35.5% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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