+55.2%
EWT vs NUE
+86.4%
-31.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.6% |
| 7D | -10.9% | -1.4% | -9.5% | -10.5% |
| 30D | -17.7% | +6.6% | -24.3% | -19.1% |
| 3M | -5.0% | -2.0% | -3.0% | -4.6% |
| 6M | +7.4% | +19.2% | -11.8% | +0.8% |
| YTD | +52.8% | +65.6% | -12.8% | +29.0% |
| 1Y | +55.2% | +87.8% | -32.7% | +25.8% |
| All | +55.2% | +86.4% | -31.2% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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