+565.3%
NUE vs IWD
+201.1%
+364.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.6% |
| 7D | -2.7% | -2.3% | -0.3% | +0.5% |
| 30D | -6.1% | -1.8% | -4.3% | -3.8% |
| 3M | +2.2% | +8.0% | -5.8% | -7.8% |
| 6M | +50.8% | +17.0% | +33.8% | +22.4% |
| YTD | +57.5% | +21.3% | +36.3% | +21.9% |
| 1Y | +82.5% | +27.9% | +54.5% | +31.5% |
| 3Y | +61.7% | +70.1% | -8.4% | -19.0% |
| 5Y | +145.1% | +74.2% | +71.0% | +22.0% |
| All | +565.3% | +201.1% | +364.2% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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