+45.4%
NU vs WWD
+218.2%
-172.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.9% |
| 7D | -4.2% | -2.9% | -1.3% | -2.8% |
| 30D | +10.0% | -6.6% | +16.6% | +13.9% |
| 3M | +29.3% | -9.3% | +38.6% | +34.8% |
| 6M | +0.9% | -13.6% | +14.6% | +7.2% |
| YTD | -10.3% | +10.4% | -20.6% | -17.1% |
| 1Y | -3.2% | +39.9% | -43.0% | -22.3% |
| 3Y | +120.6% | +165.0% | -44.5% | +15.2% |
| All | +45.4% | +218.2% | -172.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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