+436.0%
NUE vs ACWI
+220.7%
+215.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.5% |
| 7D | -6.2% | -0.2% | -6.1% | -6.0% |
| 30D | +2.5% | -3.3% | +5.7% | +6.7% |
| 3M | -6.4% | -3.4% | -3.0% | -2.4% |
| 6M | +13.3% | +0.8% | +12.5% | +11.9% |
| YTD | +58.5% | +10.7% | +47.8% | +39.0% |
| 1Y | +81.9% | +11.6% | +70.3% | +57.9% |
| 3Y | +75.3% | +73.4% | +1.9% | -11.7% |
| 5Y | +149.9% | +60.2% | +89.8% | +40.1% |
| 10Y | +436.0% | +221.6% | +214.4% | +19.5% |
| All | +436.0% | +220.7% | +215.3% | +19.5% |
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