+103.5%
NU vs WCN
+18.2%
+85.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +0.4% |
| 7D | -4.2% | -4.4% | +0.2% | -3.2% |
| 30D | +10.0% | -4.4% | +14.5% | +11.2% |
| 3M | +29.3% | +0.5% | +28.8% | +28.4% |
| 6M | +0.9% | -3.3% | +4.2% | +1.4% |
| YTD | -10.3% | -8.5% | -1.8% | -8.1% |
| 1Y | -3.2% | -8.9% | +5.8% | -0.8% |
| All | +103.5% | +18.2% | +85.4% | +91.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling