+48.4%
NU vs WPM
+298.3%
-249.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +6.0% | +7.0% | -1.0% | +4.1% |
| 30D | +10.8% | +15.7% | -5.0% | +6.2% |
| 3M | +32.2% | +35.2% | -3.1% | +20.9% |
| 6M | +5.1% | +6.1% | -0.9% | +2.0% |
| YTD | -8.4% | +32.6% | -41.0% | -17.2% |
| 1Y | +0.7% | +46.9% | -46.2% | -12.2% |
| 3Y | +125.1% | +276.3% | -151.2% | +42.8% |
| All | +48.4% | +298.3% | -249.9% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling