+513.6%
EWT vs NUE
+599.8%
-86.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.3% | +1.4% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | +4.5% | -4.6% | +9.0% | +5.6% |
| 3M | +8.3% | -0.3% | +8.6% | +7.8% |
| 6M | +54.2% | +51.9% | +2.3% | +38.5% |
| YTD | +74.6% | +60.0% | +14.6% | +54.6% |
| 1Y | +84.9% | +82.9% | +2.0% | +58.0% |
| 3Y | +197.5% | +66.0% | +131.6% | +153.5% |
| 5Y | +150.6% | +149.0% | +1.6% | +85.2% |
| All | +513.6% | +599.8% | -86.2% | +228.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling