+14.5%
NU vs WST
-4.5%
+19.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +0.8% | +4.9% | -4.1% | -0.5% |
| 30D | -24.1% | +10.7% | -34.8% | -26.1% |
| 3M | -12.8% | +16.8% | -29.6% | -16.4% |
| 6M | -10.9% | +32.0% | -42.8% | -17.4% |
| YTD | -29.3% | +49.9% | -79.3% | -37.3% |
| 1Y | -26.9% | +50.6% | -77.5% | -35.3% |
| 3Y | +38.8% | +21.4% | +17.4% | +19.5% |
| All | +14.5% | -4.5% | +19.0% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling