+575.6%
NUE vs WCC
+541.6%
+34.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.2% | 0.0% |
| 7D | -0.6% | +1.5% | -2.2% | -1.3% |
| 30D | -4.6% | -2.1% | -2.4% | -4.0% |
| 3M | -0.3% | +3.8% | -4.1% | -3.0% |
| 6M | +51.9% | +35.0% | +16.9% | +30.9% |
| YTD | +60.0% | +46.4% | +13.6% | +32.3% |
| 1Y | +82.9% | +63.0% | +19.9% | +43.1% |
| 3Y | +66.0% | +133.9% | -68.0% | +4.5% |
| 5Y | +149.0% | +226.5% | -77.6% | +28.3% |
| All | +575.6% | +541.6% | +34.0% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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