+45.4%
NU vs WING
-31.6%
+77.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -4.2% | +0.2% | -4.4% | -4.3% |
| 30D | +10.0% | -0.5% | +10.5% | +10.0% |
| 3M | +29.3% | -23.9% | +53.1% | +38.9% |
| 6M | +0.9% | -48.9% | +49.8% | +22.3% |
| YTD | -10.3% | -53.3% | +43.1% | +9.4% |
| 1Y | -3.2% | -60.3% | +57.1% | +23.7% |
| 3Y | +120.6% | -30.1% | +150.7% | +78.5% |
| All | +45.4% | -31.6% | +77.0% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling