+66.0%
NUE vs WCN
+18.4%
+47.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -0.6% | -3.1% | +2.5% | -0.4% |
| 30D | -4.6% | -3.4% | -1.2% | -4.4% |
| 3M | -0.3% | +3.0% | -3.3% | -0.7% |
| 6M | +51.9% | -3.8% | +55.6% | +52.4% |
| YTD | +60.0% | -8.3% | +68.3% | +61.7% |
| 1Y | +82.9% | -9.7% | +92.6% | +85.4% |
| 3Y | +66.0% | +17.2% | +48.8% | +63.6% |
| All | +66.0% | +18.4% | +47.6% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling