+45.4%
NU vs WPM
+287.7%
-242.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +1.1% |
| 7D | -4.2% | -3.6% | -0.6% | -3.3% |
| 30D | +10.0% | +12.5% | -2.4% | +6.3% |
| 3M | +29.3% | +40.6% | -11.3% | +17.0% |
| 6M | +0.9% | +0.5% | +0.4% | -0.7% |
| YTD | -10.3% | +29.0% | -39.3% | -18.3% |
| 1Y | -3.2% | +43.8% | -47.0% | -15.1% |
| 3Y | +120.6% | +266.3% | -145.7% | +40.9% |
| All | +45.4% | +287.7% | -242.3% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling