+48.8%
NU vs WM
+44.6%
+4.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.7% | -1.5% |
| 7D | +7.5% | -0.3% | +7.8% | +7.6% |
| 30D | +6.1% | -2.4% | +8.5% | +7.0% |
| 3M | +26.8% | +0.4% | +26.4% | +25.6% |
| 6M | +2.5% | -9.5% | +12.0% | +5.9% |
| YTD | -8.2% | +0.5% | -8.7% | -10.2% |
| 1Y | +3.4% | -1.1% | +4.5% | +1.7% |
| 3Y | +116.2% | +46.0% | +70.1% | +61.4% |
| All | +48.8% | +44.6% | +4.2% | +14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling