+366.0%
WDC vs NUE
+85.4%
+280.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.5% | -3.6% |
| 7D | -4.3% | -0.6% | -3.7% | -4.1% |
| 30D | -1.5% | -4.6% | +3.1% | +0.5% |
| 3M | -15.5% | -0.3% | -15.2% | -14.9% |
| 6M | +66.5% | +51.9% | +14.6% | +35.9% |
| YTD | +159.9% | +60.0% | +99.9% | +114.1% |
| 1Y | +366.0% | +82.9% | +283.1% | +298.6% |
| All | +366.0% | +85.4% | +280.5% | +298.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling