+575.6%
NUE vs WPM
+558.4%
+17.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +1.3% |
| 7D | -0.6% | -0.6% | -0.1% | -0.6% |
| 30D | -4.6% | +14.4% | -19.0% | -6.4% |
| 3M | -0.3% | +37.0% | -37.3% | -4.8% |
| 6M | +51.9% | +4.1% | +47.8% | +49.9% |
| YTD | +60.0% | +31.7% | +28.3% | +52.6% |
| 1Y | +82.9% | +44.2% | +38.7% | +72.0% |
| 3Y | +66.0% | +265.5% | -199.5% | +35.6% |
| 5Y | +149.0% | +262.5% | -113.5% | +99.8% |
| All | +575.6% | +558.4% | +17.2% | +448.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling