+40.0%
NU vs WST
+22.8%
+17.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +0.8% | +4.9% | -4.1% | +0.3% |
| 30D | -24.1% | +10.7% | -34.8% | -24.8% |
| 3M | -12.8% | +16.8% | -29.6% | -14.1% |
| 6M | -10.9% | +32.0% | -42.8% | -13.2% |
| YTD | -29.3% | +49.9% | -79.3% | -32.2% |
| 1Y | -26.9% | +50.6% | -77.5% | -29.9% |
| All | +40.0% | +22.8% | +17.2% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling