+77.8%
NUE vs WST
+22.8%
+55.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | +6.1% | +4.9% | +1.3% | +5.7% |
| 30D | +2.7% | +10.7% | -7.9% | +2.0% |
| 3M | -3.8% | +16.8% | -20.7% | -4.9% |
| 6M | +14.0% | +32.0% | -18.0% | +11.6% |
| YTD | +61.2% | +49.9% | +11.3% | +55.7% |
| 1Y | +77.8% | +50.6% | +27.2% | +71.6% |
| All | +77.8% | +22.8% | +55.0% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling