+3,808.2%
NUE vs WTW
+1,102.0%
+2,706.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -0.6% | -5.7% | +5.1% | +2.0% |
| 30D | -4.6% | -7.3% | +2.7% | -1.5% |
| 3M | -0.3% | +21.5% | -21.8% | -9.6% |
| 6M | +51.9% | +9.6% | +42.3% | +42.9% |
| YTD | +60.0% | -3.3% | +63.3% | +58.3% |
| 1Y | +82.9% | -6.1% | +89.0% | +82.9% |
| 3Y | +66.0% | +61.8% | +4.1% | +25.3% |
| 5Y | +149.0% | +42.7% | +106.3% | +98.9% |
| 10Y | +588.3% | +197.2% | +391.1% | +280.8% |
| All | +3,808.2% | +1,102.0% | +2,706.2% | +1,440.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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