+45.8%
NU vs IWD
+85.5%
-39.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.5% | +1.4% |
| 7D | +2.8% | -0.6% | +3.3% | +3.5% |
| 30D | -23.0% | +3.6% | -26.6% | -26.8% |
| 3M | -9.7% | +2.7% | -12.4% | -12.8% |
| 6M | -8.7% | +13.2% | -21.9% | -22.9% |
| YTD | -26.4% | +26.8% | -53.2% | -46.7% |
| 1Y | -24.8% | +29.3% | -54.1% | -46.9% |
| All | +45.8% | +85.5% | -39.7% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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