+98.1%
NU vs WPM
+267.3%
-169.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.7% | -3.2% |
| 7D | -4.9% | -0.6% | -4.3% | -4.8% |
| 30D | +7.8% | +14.4% | -6.6% | +4.1% |
| 3M | +20.9% | +37.0% | -16.1% | +11.3% |
| 6M | +0.9% | +4.1% | -3.2% | -1.6% |
| YTD | -12.7% | +31.7% | -44.4% | -20.0% |
| 1Y | -6.4% | +44.2% | -50.6% | -16.5% |
| 3Y | +98.1% | +265.5% | -167.4% | +37.2% |
| All | +98.1% | +267.3% | -169.2% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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