+11.4%
WBD vs NUE
+599.8%
-588.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.1% | -1.2% |
| 7D | -0.7% | -0.6% | -0.1% | -0.5% |
| 30D | +1.4% | -4.6% | +6.0% | +3.0% |
| 3M | +4.4% | -0.3% | +4.7% | +3.6% |
| 6M | +0.8% | +51.9% | -51.1% | -16.0% |
| YTD | -2.7% | +60.0% | -62.7% | -21.1% |
| 1Y | +73.4% | +82.9% | -9.5% | +32.1% |
| 3Y | +142.1% | +66.0% | +76.2% | +85.7% |
| 5Y | +7.2% | +149.0% | -141.7% | -32.9% |
| All | +11.4% | +599.8% | -588.5% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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