+41.5%
NU vs WU
-41.3%
+82.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.2% | -2.8% |
| 7D | -4.9% | -3.5% | -1.4% | -3.9% |
| 30D | +7.8% | -2.9% | +10.8% | +8.8% |
| 3M | +20.9% | -2.3% | +23.2% | +19.9% |
| 6M | +0.9% | -25.4% | +26.3% | +9.4% |
| YTD | -12.7% | -21.2% | +8.5% | -7.2% |
| 1Y | -6.4% | -8.9% | +2.5% | -6.3% |
| 3Y | +98.1% | -29.0% | +127.1% | +111.4% |
| All | +41.5% | -41.3% | +82.9% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling