+1,328.4%
WDC vs NUE
+59.2%
+1,269.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.0% |
| 7D | +4.4% | -2.7% | +7.1% | +5.7% |
| 30D | +5.3% | -6.1% | +11.3% | +8.4% |
| 3M | -5.9% | +2.2% | -8.2% | -7.6% |
| 6M | +73.2% | +50.8% | +22.5% | +41.9% |
| YTD | +167.8% | +57.5% | +110.3% | +116.1% |
| 1Y | +386.0% | +82.5% | +303.5% | +266.4% |
| All | +1,328.4% | +59.2% | +1,269.2% | +935.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling