+18,665.9%
WELL vs NUE
+14,617.8%
+4,048.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -1.9% |
| 7D | -0.8% | +4.2% | -5.0% | -1.7% |
| 30D | -0.1% | -5.0% | +4.9% | +0.9% |
| 3M | +18.0% | -0.2% | +18.2% | +17.5% |
| 6M | +15.0% | +49.1% | -34.2% | +4.8% |
| YTD | +28.6% | +61.0% | -32.4% | +15.1% |
| 1Y | +42.9% | +82.5% | -39.6% | +23.9% |
| 3Y | +203.0% | +57.9% | +145.1% | +163.6% |
| 5Y | +206.9% | +146.6% | +60.3% | +133.2% |
| 10Y | +339.5% | +561.6% | -222.1% | +158.4% |
| All | +18,665.9% | +14,617.8% | +4,048.1% | +7,511.7% |
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 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