+198.5%
WELL vs NUE
+59.2%
+139.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.9% | 0.0% |
| 7D | -2.2% | -2.7% | +0.4% | -2.2% |
| 30D | +4.7% | -6.1% | +10.7% | +4.9% |
| 3M | +11.9% | +2.2% | +9.7% | +11.8% |
| 6M | +14.3% | +50.8% | -36.5% | +12.0% |
| YTD | +28.4% | +57.5% | -29.2% | +25.5% |
| 1Y | +42.3% | +82.5% | -40.2% | +38.0% |
| All | +198.5% | +59.2% | +139.2% | +177.3% |
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 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