+82.9%
NUE vs WEC
-0.3%
+83.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -0.6% | -0.6% | -0.1% | -0.6% |
| 30D | -4.6% | -2.6% | -1.9% | -4.2% |
| 3M | -0.3% | -6.0% | +5.7% | +0.5% |
| 6M | +51.9% | -5.4% | +57.3% | +53.3% |
| YTD | +60.0% | +2.5% | +57.5% | +61.9% |
| 1Y | +82.9% | -0.7% | +83.6% | +84.2% |
| All | +82.9% | -0.3% | +83.2% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling