+621.7%
WDC vs NU
+5.2%
+616.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | +0.3% |
| 7D | +16.3% | +0.8% | +15.5% | +16.1% |
| 30D | -18.3% | -24.1% | +5.8% | -13.3% |
| 3M | -31.4% | -12.8% | -18.7% | -30.1% |
| 6M | -36.3% | -10.9% | -25.4% | -35.5% |
| YTD | +80.8% | -29.3% | +110.2% | +93.4% |
| 1Y | +87.7% | -26.9% | +114.6% | +99.2% |
| 3Y | +819.4% | +38.8% | +780.6% | +740.6% |
| All | +621.7% | +5.2% | +616.5% | +523.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling