+14,059.5%
NUE vs WEC
+4,021.5%
+10,038.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.8% | -2.2% |
| 7D | +1.8% | +0.8% | +1.0% | +1.4% |
| 30D | -6.0% | +0.3% | -6.3% | -6.2% |
| 3M | +1.4% | -2.9% | +4.4% | +2.6% |
| 6M | +52.8% | -5.9% | +58.8% | +56.3% |
| YTD | +58.1% | +4.1% | +54.0% | +54.7% |
| 1Y | +80.4% | +3.1% | +77.3% | +76.7% |
| 3Y | +62.3% | +40.8% | +21.5% | +36.3% |
| 5Y | +146.2% | +31.7% | +114.5% | +109.7% |
| 10Y | +549.5% | +141.1% | +408.4% | +284.4% |
| All | +14,059.5% | +4,021.5% | +10,038.0% | +2,126.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling