+45.4%
NU vs WCC
+177.0%
-131.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.4% | +1.4% |
| 7D | -4.2% | +1.7% | -5.9% | -5.0% |
| 30D | +10.0% | -6.1% | +16.1% | +12.5% |
| 3M | +29.3% | +3.1% | +26.2% | +26.2% |
| 6M | +0.9% | +28.2% | -27.3% | -11.2% |
| YTD | -10.3% | +41.1% | -51.4% | -24.5% |
| 1Y | -3.2% | +61.3% | -64.4% | -23.9% |
| 3Y | +120.6% | +123.6% | -3.1% | +36.1% |
| All | +45.4% | +177.0% | -131.6% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling