+48.8%
NU vs WCC
+183.0%
-134.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.8% | -3.5% |
| 7D | +7.5% | +4.5% | +3.0% | +5.5% |
| 30D | +6.1% | -5.8% | +11.9% | +8.5% |
| 3M | +26.8% | -3.7% | +30.5% | +27.4% |
| 6M | +2.5% | +23.1% | -20.6% | -8.3% |
| YTD | -8.2% | +44.2% | -52.3% | -23.4% |
| 1Y | +3.4% | +62.1% | -58.7% | -18.9% |
| 3Y | +116.2% | +121.1% | -4.9% | +34.8% |
| All | +48.8% | +183.0% | -134.2% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling