+63.4%
NUE vs WU
-29.2%
+92.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -2.7% | -5.0% | +2.3% | -1.6% |
| 30D | -6.1% | -2.3% | -3.8% | -5.7% |
| 3M | +2.2% | -3.2% | +5.5% | +1.7% |
| 6M | +50.8% | -25.0% | +75.8% | +59.8% |
| YTD | +57.5% | -21.7% | +79.2% | +64.4% |
| 1Y | +82.5% | -9.0% | +91.4% | +81.9% |
| All | +63.4% | -29.2% | +92.6% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling