+18,420.3%
WDC vs NUE
+14,439.6%
+3,980.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.5% | +0.8% |
| 7D | +7.5% | -2.3% | +9.8% | +8.6% |
| 30D | +10.1% | -6.1% | +16.1% | +13.2% |
| 3M | -6.8% | +1.7% | -8.5% | -8.3% |
| 6M | +84.1% | +53.1% | +31.1% | +50.9% |
| YTD | +180.3% | +59.0% | +121.2% | +126.3% |
| 1Y | +411.1% | +85.3% | +325.7% | +281.9% |
| 3Y | +1,375.0% | +63.2% | +1,311.8% | +1,034.1% |
| 5Y | +991.6% | +146.8% | +844.8% | +567.4% |
| 10Y | +1,309.1% | +584.3% | +724.8% | +429.7% |
| All | +18,420.3% | +14,439.6% | +3,980.6% | +1,584.1% |
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