+293.4%
WBD vs NUE
+1,831.6%
-1,538.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -1.7% | -2.3% | +0.6% | -0.8% |
| 30D | +3.9% | -6.1% | +10.0% | +6.1% |
| 3M | +5.1% | +1.7% | +3.4% | +3.6% |
| 6M | +0.6% | +53.1% | -52.5% | -15.6% |
| YTD | -3.2% | +59.0% | -62.2% | -20.3% |
| 1Y | +127.7% | +85.3% | +42.3% | +75.7% |
| 3Y | +146.6% | +63.2% | +83.3% | +94.6% |
| 5Y | +4.2% | +146.8% | -142.6% | -32.0% |
| 10Y | +13.7% | +584.3% | -570.6% | -53.6% |
| All | +293.4% | +1,831.6% | -1,538.2% | +18.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling