+45.4%
NU vs WU
-41.7%
+87.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.3% |
| 7D | -4.2% | -5.0% | +0.8% | -2.7% |
| 30D | +10.0% | -2.3% | +12.3% | +10.8% |
| 3M | +29.3% | -3.2% | +32.5% | +28.6% |
| 6M | +0.9% | -25.0% | +26.0% | +9.2% |
| YTD | -10.3% | -21.7% | +11.4% | -4.5% |
| 1Y | -3.2% | -9.0% | +5.8% | -3.0% |
| 3Y | +120.6% | -28.9% | +149.4% | +135.0% |
| All | +45.4% | -41.7% | +87.1% | +74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling