+145.1%
NUE vs WCC
+211.6%
-66.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | +0.3% |
| 7D | -2.7% | +1.7% | -4.3% | -3.4% |
| 30D | -6.1% | -6.1% | 0.0% | -3.9% |
| 3M | +2.2% | +3.1% | -0.9% | 0.0% |
| 6M | +50.8% | +28.2% | +22.5% | +33.4% |
| YTD | +57.5% | +41.1% | +16.4% | +33.2% |
| 1Y | +82.5% | +61.3% | +21.2% | +44.5% |
| 3Y | +61.7% | +123.6% | -62.0% | +4.9% |
| 5Y | +145.1% | +214.8% | -69.6% | +22.8% |
| All | +145.1% | +211.6% | -66.5% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling