-6.4%
NU vs WCC
+66.6%
-73.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.7% | -6.4% | -3.7% |
| 7D | -4.9% | +1.5% | -6.4% | -5.3% |
| 30D | +7.8% | -2.1% | +9.9% | +8.3% |
| 3M | +20.9% | +3.8% | +17.1% | +18.6% |
| 6M | +0.9% | +35.0% | -34.1% | -11.0% |
| YTD | -12.7% | +46.4% | -59.0% | -24.3% |
| 1Y | -6.4% | +63.0% | -69.4% | -21.0% |
| All | -6.4% | +66.6% | -73.0% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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