-24.1%
NU vs WFC
+2.7%
-26.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +2.1% |
| 7D | +0.2% | +4.5% | -4.3% | -2.1% |
| 30D | -21.0% | +7.4% | -28.4% | -24.0% |
| 3M | -16.3% | -0.5% | -15.8% | -16.3% |
| 6M | -15.3% | +11.7% | -27.0% | -20.3% |
| YTD | -28.4% | -4.6% | -23.7% | -27.6% |
| 1Y | -24.1% | +2.5% | -26.6% | -26.4% |
| All | -24.1% | +2.7% | -26.8% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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