-24.8%
NU vs WM
+21.2%
-46.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +2.2% |
| 7D | +2.8% | +0.8% | +2.0% | +2.9% |
| 30D | -23.0% | +13.8% | -36.9% | -20.6% |
| 3M | -9.7% | +6.4% | -16.1% | -8.5% |
| 6M | -8.7% | +13.2% | -22.0% | -6.4% |
| YTD | -26.4% | +10.8% | -37.2% | -27.4% |
| 1Y | -24.8% | +20.2% | -45.0% | -28.1% |
| All | -24.8% | +21.2% | -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