+5.3%
WMT vs NU
-5.9%
+11.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.3% |
| 7D | 0.0% | -4.9% | +4.9% | -0.1% |
| 30D | -7.4% | +7.8% | -15.2% | -7.0% |
| 3M | -10.9% | +20.9% | -31.8% | -10.2% |
| 6M | -12.7% | +0.9% | -13.6% | -12.1% |
| YTD | -3.2% | -12.7% | +9.5% | -3.5% |
| 1Y | +5.3% | -6.4% | +11.7% | +5.2% |
| All | +5.3% | -5.9% | +11.1% | +5.2% |
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 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