+1,547.2%
HWM vs NUE
+541.0%
+1,006.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.5% |
| 7D | -12.5% | -2.7% | -9.8% | -11.2% |
| 30D | -19.0% | -6.1% | -12.9% | -16.5% |
| 3M | -8.6% | +2.2% | -10.8% | -10.2% |
| 6M | -10.2% | +50.8% | -60.9% | -28.1% |
| YTD | +11.3% | +57.5% | -46.2% | -13.3% |
| 1Y | +24.3% | +82.5% | -58.2% | -11.1% |
| 3Y | +382.3% | +61.7% | +320.6% | +248.8% |
| 5Y | +640.6% | +145.1% | +495.5% | +277.9% |
| All | +1,547.2% | +541.0% | +1,006.2% | +314.5% |
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