+420.9%
NUE vs ACWI
+222.2%
+198.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -1.4% |
| 7D | -10.2% | +0.3% | -10.6% | -10.5% |
| 30D | -0.4% | -2.8% | +2.4% | +3.2% |
| 3M | -8.4% | -3.2% | -5.2% | -4.7% |
| 6M | +10.1% | +1.3% | +8.8% | +8.1% |
| YTD | +54.1% | +11.2% | +42.8% | +34.3% |
| 1Y | +74.7% | +13.8% | +61.0% | +48.1% |
| 3Y | +72.0% | +76.2% | -4.2% | -15.0% |
| 5Y | +136.4% | +59.5% | +76.9% | +33.4% |
| All | +420.9% | +222.2% | +198.7% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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