+206.5%
WELL vs NUE
+142.4%
+64.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.9% | 0.0% |
| 7D | -2.2% | -2.7% | +0.4% | -2.0% |
| 30D | +4.7% | -6.1% | +10.7% | +5.3% |
| 3M | +11.9% | +2.2% | +9.7% | +11.5% |
| 6M | +14.3% | +50.8% | -36.5% | +8.6% |
| YTD | +28.4% | +57.5% | -29.2% | +21.2% |
| 1Y | +42.3% | +82.5% | -40.2% | +31.7% |
| 3Y | +202.6% | +61.7% | +140.9% | +179.4% |
| 5Y | +206.5% | +145.1% | +61.4% | +169.7% |
| All | +206.5% | +142.4% | +64.1% | +169.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling