+575.6%
NUE vs WU
-39.1%
+614.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -0.6% | -3.5% | +2.9% | +0.9% |
| 30D | -4.6% | -2.9% | -1.6% | -3.5% |
| 3M | -0.3% | -2.3% | +1.9% | -1.4% |
| 6M | +51.9% | -25.4% | +77.3% | +68.4% |
| YTD | +60.0% | -21.2% | +81.2% | +72.3% |
| 1Y | +82.9% | -8.9% | +91.8% | +82.9% |
| 3Y | +66.0% | -29.0% | +94.9% | +80.9% |
| 5Y | +149.0% | -50.7% | +199.7% | +220.9% |
| All | +575.6% | -39.1% | +614.7% | +697.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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