+87.8%
NUE vs WPM
+38.8%
+49.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +12.0% | -14.0% | -3.6% |
| 7D | -1.4% | +3.9% | -5.3% | -1.9% |
| 30D | +6.6% | -3.5% | +10.1% | +7.0% |
| 3M | -2.0% | +14.1% | -16.1% | -4.6% |
| 6M | +19.2% | +6.2% | +13.0% | +17.5% |
| YTD | +65.6% | +12.4% | +53.2% | +58.0% |
| 1Y | +87.8% | +40.0% | +47.9% | +73.3% |
| All | +87.8% | +38.8% | +49.1% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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