+3,362.5%
NUE vs WCC
+1,563.0%
+1,799.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.9% |
| 7D | +2.8% | +9.9% | -7.2% | -0.7% |
| 30D | -2.1% | -8.4% | +6.4% | +0.4% |
| 3M | -7.3% | -10.3% | +3.0% | -4.7% |
| 6M | +8.9% | -10.5% | +19.3% | +11.1% |
| YTD | +55.6% | +32.2% | +23.4% | +36.9% |
| 1Y | +74.7% | +25.5% | +49.1% | +56.4% |
| 3Y | +71.7% | +134.7% | -63.0% | +17.9% |
| 5Y | +141.2% | +139.9% | +1.3% | +58.8% |
| 10Y | +429.6% | +433.5% | -3.9% | +143.9% |
| All | +3,362.5% | +1,563.0% | +1,799.5% | +936.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling