+348.5%
HWM vs NUE
+79.0%
+269.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.3% | +1.6% |
| 7D | +5.0% | -2.4% | +7.4% | +5.8% |
| 30D | +1.5% | +3.8% | -2.3% | +0.4% |
| 3M | -20.3% | -3.7% | -16.7% | -19.5% |
| 6M | -18.0% | +13.2% | -31.2% | -21.8% |
| YTD | +9.5% | +61.6% | -52.1% | -8.1% |
| 1Y | +7.5% | +83.6% | -76.1% | -13.8% |
| All | +348.5% | +79.0% | +269.5% | +238.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling