+28.0%
NU vs WCC
+159.5%
-131.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.7% | +13.4% | +12.4% |
| 7D | +9.9% | +9.9% | -0.1% | +5.8% |
| 30D | -11.5% | -8.4% | -3.0% | -9.6% |
| 3M | -5.1% | -10.3% | +5.2% | -2.8% |
| 6M | +3.1% | -10.5% | +13.6% | +4.4% |
| YTD | -21.0% | +32.2% | -53.2% | -33.0% |
| 1Y | -15.2% | +25.5% | -40.7% | -26.6% |
| 3Y | +56.4% | +134.7% | -78.2% | -8.0% |
| All | +28.0% | +159.5% | -131.5% | -36.6% |
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 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