+155.9%
NUE vs NWSA
+40.0%
+115.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.5% |
| 7D | -0.6% | -2.8% | +2.2% | +0.7% |
| 30D | -4.6% | +3.0% | -7.6% | -6.0% |
| 3M | -0.3% | +12.3% | -12.6% | -6.4% |
| 6M | +51.9% | +21.9% | +30.0% | +36.2% |
| YTD | +60.0% | +13.6% | +46.4% | +47.7% |
| 1Y | +82.9% | +0.5% | +82.4% | +79.7% |
| 3Y | +66.0% | +43.8% | +22.2% | +32.5% |
| All | +155.9% | +40.0% | +115.9% | +87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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