+968.9%
WDC vs NU
+33.5%
+935.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.6% | -4.5% |
| 7D | +4.4% | -4.2% | +8.6% | +5.4% |
| 30D | +5.3% | +10.0% | -4.8% | +2.6% |
| 3M | -5.9% | +29.3% | -35.2% | -11.6% |
| 6M | +73.2% | +0.9% | +72.3% | +71.9% |
| YTD | +167.8% | -10.3% | +178.1% | +173.4% |
| 1Y | +386.0% | -3.2% | +389.2% | +387.6% |
| 3Y | +1,309.7% | +120.6% | +1,189.1% | +1,078.9% |
| All | +968.9% | +33.5% | +935.4% | +780.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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