-24.1%
NU vs WCN
+16.1%
-40.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.8% | +0.5% | +3.5% |
| 7D | +0.2% | +6.7% | -6.5% | +0.7% |
| 30D | -21.0% | +24.3% | -45.3% | -19.1% |
| 3M | -16.3% | +16.1% | -32.4% | -14.7% |
| 6M | -15.3% | +19.9% | -35.3% | -13.8% |
| YTD | -28.4% | +10.1% | -38.5% | -25.4% |
| 1Y | -24.1% | +14.4% | -38.5% | -22.4% |
| All | -24.1% | +16.1% | -40.2% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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