+48.8%
NU vs SHW
+1.4%
+47.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.2% |
| 7D | +7.5% | -3.2% | +10.7% | +9.4% |
| 30D | +6.1% | -9.5% | +15.7% | +12.2% |
| 3M | +26.8% | +11.5% | +15.4% | +18.3% |
| 6M | +2.5% | -3.5% | +6.0% | +3.7% |
| YTD | -8.2% | +3.7% | -11.9% | -11.7% |
| 1Y | +3.4% | -7.9% | +11.3% | +6.3% |
| 3Y | +116.2% | +24.7% | +91.5% | +80.3% |
| All | +48.8% | +1.4% | +47.4% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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