+326.4%
WM vs NUE
+451.1%
-124.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.9% | -2.6% | -0.1% |
| 7D | +1.2% | -6.2% | +7.4% | +2.1% |
| 30D | +13.7% | +2.5% | +11.2% | +13.0% |
| 3M | +5.2% | -6.4% | +11.6% | +6.0% |
| 6M | +11.2% | +13.3% | -2.1% | +8.2% |
| YTD | +9.4% | +58.5% | -49.1% | +0.3% |
| 1Y | +20.4% | +81.9% | -61.5% | +7.8% |
| 3Y | +44.7% | +75.3% | -30.6% | +27.0% |
| 5Y | +58.5% | +149.9% | -91.5% | +23.1% |
| 10Y | +326.4% | +436.0% | -109.6% | +138.3% |
| All | +326.4% | +451.1% | -124.7% | +138.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling