+88.5%
WDC vs NU
-17.6%
+106.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +11.7% | -16.7% | -8.7% |
| 7D | +12.1% | +9.9% | +2.2% | +8.5% |
| 30D | -18.8% | -11.5% | -7.3% | -16.2% |
| 3M | -39.3% | -5.1% | -34.2% | -40.3% |
| 6M | -40.1% | +3.1% | -43.2% | -43.5% |
| YTD | +71.8% | -21.0% | +92.8% | +96.2% |
| 1Y | +88.5% | -15.2% | +103.7% | +110.5% |
| All | +88.5% | -17.6% | +106.1% | +110.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling