+48.8%
NU vs IWD
+72.2%
-23.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -0.9% |
| 7D | +7.5% | -0.3% | +7.8% | +8.0% |
| 30D | +6.1% | +0.6% | +5.6% | +5.3% |
| 3M | +26.8% | +7.2% | +19.6% | +13.3% |
| 6M | +2.5% | +16.2% | -13.7% | -19.6% |
| YTD | -8.2% | +23.3% | -31.5% | -34.5% |
| 1Y | +3.4% | +29.6% | -26.2% | -31.9% |
| 3Y | +116.2% | +70.5% | +45.7% | -10.7% |
| All | +48.8% | +72.2% | -23.4% | -33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling