+14,142.9%
NUE vs GWW
+13,989.5%
+153.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.0% |
| 7D | -2.3% | -0.5% | -1.8% | -2.1% |
| 30D | -6.1% | -1.4% | -4.6% | -5.4% |
| 3M | +1.7% | -3.6% | +5.3% | +3.2% |
| 6M | +53.1% | +15.1% | +38.0% | +40.3% |
| YTD | +59.0% | +27.5% | +31.6% | +37.4% |
| 1Y | +85.3% | +29.6% | +55.7% | +58.3% |
| 3Y | +63.2% | +90.1% | -26.8% | +11.4% |
| 5Y | +146.8% | +222.6% | -75.8% | +24.2% |
| 10Y | +584.3% | +566.5% | +17.8% | +116.2% |
| All | +14,142.9% | +13,989.5% | +153.4% | +895.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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