+3.4%
NU vs WBD
+135.8%
-132.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | +7.5% | -1.8% | +9.3% | +7.6% |
| 30D | +6.1% | +8.8% | -2.6% | +5.7% |
| 3M | +26.8% | +4.6% | +22.2% | +26.5% |
| 6M | +2.5% | +1.1% | +1.4% | +2.4% |
| YTD | -8.2% | -2.0% | -6.2% | -8.1% |
| 1Y | +3.4% | +140.0% | -136.7% | 0.0% |
| All | +3.4% | +135.8% | -132.4% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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