-24.1%
NU vs WST
+47.3%
-71.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.8% | +3.2% |
| 7D | +0.2% | +1.3% | -1.1% | 0.0% |
| 30D | -21.0% | +8.5% | -29.5% | -21.8% |
| 3M | -16.3% | +17.2% | -33.5% | -18.1% |
| 6M | -15.3% | +36.3% | -51.6% | -18.2% |
| YTD | -28.4% | +48.9% | -77.3% | -30.9% |
| 1Y | -24.1% | +42.9% | -67.0% | -25.5% |
| All | -24.1% | +47.3% | -71.4% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling