+103.3%
NU vs W
+38.0%
+65.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | -2.6% | +5.9% | -8.5% | -3.6% |
| 30D | +8.2% | -3.0% | +11.3% | +8.7% |
| 3M | +26.3% | +40.3% | -14.1% | +16.7% |
| 6M | +2.2% | +32.2% | -30.0% | -5.1% |
| YTD | -10.4% | -0.3% | -10.1% | -13.1% |
| 1Y | -3.0% | +16.2% | -19.1% | -9.5% |
| All | +103.3% | +38.0% | +65.2% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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