+45.2%
NU vs GWW
+164.9%
-119.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.7% |
| 7D | -2.6% | -0.5% | -2.1% | -2.4% |
| 30D | +8.2% | -1.4% | +9.7% | +8.9% |
| 3M | +26.3% | -3.6% | +29.9% | +28.0% |
| 6M | +2.2% | +15.1% | -12.9% | -6.4% |
| YTD | -10.4% | +27.5% | -37.9% | -23.1% |
| 1Y | -3.0% | +29.6% | -32.6% | -17.8% |
| 3Y | +120.3% | +90.1% | +30.2% | +43.7% |
| All | +45.2% | +164.9% | -119.7% | -30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling