-36.3%
WDC vs NU
-11.8%
-24.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | +0.3% |
| 7D | +16.3% | +0.8% | +15.5% | +16.2% |
| 30D | -18.3% | -24.1% | +5.8% | -13.7% |
| 3M | -31.4% | -12.8% | -18.7% | -32.1% |
| 6M | -36.3% | -10.9% | -25.4% | -37.0% |
| All | -36.3% | -11.8% | -24.4% | -37.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling