+983.7%
WDC vs NU
+36.6%
+947.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.8% | +6.3% |
| 7D | +1.7% | +7.5% | -5.7% | -0.1% |
| 30D | -10.0% | +6.1% | -16.1% | -11.4% |
| 3M | -18.8% | +26.8% | -45.6% | -23.3% |
| 6M | +79.0% | +2.5% | +76.6% | +77.1% |
| YTD | +171.6% | -8.2% | +179.7% | +175.8% |
| 1Y | +417.4% | +3.4% | +414.0% | +411.7% |
| 3Y | +1,251.8% | +116.2% | +1,135.6% | +1,033.1% |
| All | +983.7% | +36.6% | +947.1% | +788.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling