+45.2%
NU vs WBD
+17.3%
+27.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.9% |
| 7D | -2.6% | -1.7% | -0.9% | -2.1% |
| 30D | +8.2% | +3.9% | +4.4% | +7.0% |
| 3M | +26.3% | +5.1% | +21.2% | +24.1% |
| 6M | +2.2% | +0.6% | +1.7% | +1.9% |
| YTD | -10.4% | -3.2% | -7.2% | -9.7% |
| 1Y | -3.0% | +127.7% | -130.6% | -27.4% |
| 3Y | +120.3% | +146.6% | -26.3% | +49.4% |
| All | +45.2% | +17.3% | +27.9% | +37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling