+146.2%
NUE vs ACWI
+67.7%
+78.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | +1.8% | +1.1% | +0.7% | +0.5% |
| 30D | -6.0% | -0.2% | -5.8% | -5.7% |
| 3M | +1.4% | +4.7% | -3.3% | -4.3% |
| 6M | +52.8% | +14.5% | +38.4% | +29.3% |
| YTD | +58.1% | +14.6% | +43.5% | +33.3% |
| 1Y | +80.4% | +21.4% | +59.0% | +41.6% |
| 3Y | +62.3% | +77.6% | -15.3% | -19.9% |
| 5Y | +146.2% | +68.1% | +78.1% | +27.0% |
| All | +146.2% | +67.7% | +78.5% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling