+1,018.4%
WDC vs NU
+33.3%
+985.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.6% |
| 7D | +7.5% | -2.6% | +10.1% | +8.1% |
| 30D | +10.1% | +8.2% | +1.8% | +7.7% |
| 3M | -6.8% | +26.3% | -33.1% | -11.9% |
| 6M | +84.1% | +2.2% | +81.9% | +82.2% |
| YTD | +180.3% | -10.4% | +190.6% | +186.2% |
| 1Y | +411.1% | -3.0% | +414.1% | +412.6% |
| 3Y | +1,375.0% | +120.3% | +1,254.7% | +1,133.9% |
| All | +1,018.4% | +33.3% | +985.1% | +822.0% |
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