+1,857.4%
NUE vs WPM
+6,037.2%
-4,179.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -2.3% | +3.9% | -6.2% | -3.2% |
| 30D | -6.1% | +17.7% | -23.8% | -10.3% |
| 3M | +1.7% | +39.4% | -37.8% | -7.3% |
| 6M | +53.1% | +6.4% | +46.7% | +48.2% |
| YTD | +59.0% | +34.0% | +25.1% | +44.1% |
| 1Y | +85.3% | +50.5% | +34.8% | +61.8% |
| 3Y | +63.2% | +280.3% | -217.1% | +9.1% |
| 5Y | +146.8% | +266.3% | -119.5% | +63.8% |
| 10Y | +584.3% | +550.8% | +33.5% | +252.4% |
| All | +1,857.4% | +6,037.2% | -4,179.8% | +312.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling