+48.8%
NU vs WWD
+231.1%
-182.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.0% | -2.5% |
| 7D | +7.5% | +1.3% | +6.2% | +6.7% |
| 30D | +6.1% | -7.2% | +13.3% | +10.2% |
| 3M | +26.8% | -3.8% | +30.7% | +28.2% |
| 6M | +2.5% | -9.9% | +12.4% | +6.4% |
| YTD | -8.2% | +14.8% | -23.0% | -16.9% |
| 1Y | +3.4% | +42.1% | -38.7% | -17.6% |
| 3Y | +116.2% | +170.8% | -54.6% | +12.0% |
| All | +48.8% | +231.1% | -182.3% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling