-24.1%
NU vs WM
+21.9%
-46.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.6% | +3.6% |
| 7D | +0.2% | +5.9% | -5.8% | +1.3% |
| 30D | -21.0% | +15.4% | -36.4% | -18.4% |
| 3M | -16.3% | +6.3% | -22.7% | -15.2% |
| 6M | -15.3% | +5.6% | -20.9% | -14.3% |
| YTD | -28.4% | +9.9% | -38.3% | -29.4% |
| 1Y | -24.1% | +20.8% | -44.9% | -28.1% |
| All | -24.1% | +21.9% | -46.0% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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