-24.1%
NU vs TW
+20.8%
-44.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.3% |
| 7D | +0.2% | +6.0% | -5.8% | +0.1% |
| 30D | -21.0% | +18.6% | -39.6% | -21.3% |
| 3M | -16.3% | +26.5% | -42.9% | -16.7% |
| 6M | -15.3% | +13.1% | -28.4% | -16.8% |
| YTD | -28.4% | +18.5% | -46.9% | -29.4% |
| 1Y | -24.1% | +21.7% | -45.8% | -25.1% |
| All | -24.1% | +20.8% | -44.9% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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