+44.8%
NU vs WM
+47.1%
-2.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.5% | +2.7% |
| 7D | +3.6% | +1.2% | +2.4% | +3.4% |
| 30D | -22.8% | +13.1% | -35.9% | -24.0% |
| 3M | -14.8% | +3.6% | -18.4% | -15.2% |
| 6M | -16.9% | +8.1% | -25.0% | -18.2% |
| YTD | -28.1% | +8.9% | -37.0% | -30.1% |
| 1Y | -24.5% | +20.3% | -44.9% | -29.0% |
| 3Y | +44.8% | +46.2% | -1.4% | +18.0% |
| All | +44.8% | +47.1% | -2.4% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling