+41.5%
NU vs WSM
+165.0%
-123.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -3.1% |
| 7D | -4.9% | -0.5% | -4.4% | -4.7% |
| 30D | +7.8% | -7.7% | +15.5% | +10.9% |
| 3M | +20.9% | +3.8% | +17.2% | +18.6% |
| 6M | +0.9% | +22.7% | -21.8% | -7.0% |
| YTD | -12.7% | +28.0% | -40.7% | -21.0% |
| 1Y | -6.4% | +12.7% | -19.1% | -11.8% |
| 3Y | +98.1% | +231.3% | -133.2% | +4.5% |
| All | +41.5% | +165.0% | -123.5% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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