+1,474.6%
HWM vs NUE
+423.6%
+1,051.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.4% | +0.7% |
| 7D | +7.3% | +2.8% | +4.5% | +5.8% |
| 30D | +1.6% | -2.1% | +3.7% | +2.6% |
| 3M | -21.9% | -7.3% | -14.5% | -19.3% |
| 6M | -19.0% | +8.9% | -27.9% | -23.5% |
| YTD | +7.9% | +55.6% | -47.7% | -16.1% |
| 1Y | +9.9% | +74.7% | -64.7% | -19.7% |
| 3Y | +342.1% | +71.7% | +270.5% | +207.2% |
| 5Y | +600.8% | +141.2% | +459.6% | +259.2% |
| All | +1,474.6% | +423.6% | +1,051.0% | +290.1% |
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