+41.5%
NU vs WING
-27.5%
+69.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.0% | -8.6% | -4.6% |
| 7D | -4.9% | +7.2% | -12.1% | -7.1% |
| 30D | +7.8% | +4.8% | +3.0% | +5.9% |
| 3M | +20.9% | -23.7% | +44.6% | +29.7% |
| 6M | +0.9% | -43.6% | +44.5% | +18.1% |
| YTD | -12.7% | -50.6% | +37.9% | +4.4% |
| 1Y | -6.4% | -57.0% | +50.6% | +16.2% |
| 3Y | +98.1% | -28.3% | +126.4% | +60.0% |
| All | +41.5% | -27.5% | +69.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling