+519.2%
NUE vs ACWI
+356.8%
+162.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.2% | +0.5% | +3.7% | +3.5% |
| 30D | -5.0% | +0.9% | -5.8% | -6.0% |
| 3M | -0.2% | +2.4% | -2.6% | -3.6% |
| 6M | +49.1% | +12.4% | +36.8% | +27.8% |
| YTD | +61.0% | +15.2% | +45.8% | +33.4% |
| 1Y | +82.5% | +22.7% | +59.8% | +39.3% |
| 3Y | +57.9% | +75.8% | -17.9% | -24.0% |
| 5Y | +146.6% | +67.7% | +78.8% | +27.4% |
| 10Y | +561.6% | +229.0% | +332.6% | +44.8% |
| All | +519.2% | +356.8% | +162.4% | +4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling