+23.7%
WMB vs NUE
+86.4%
-62.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.1% | -4.3% | -6.1% |
| 7D | -8.6% | -1.4% | -7.2% | -8.5% |
| 30D | -4.2% | +6.6% | -10.7% | -4.7% |
| 3M | -4.4% | -2.0% | -2.4% | -4.7% |
| 6M | -8.7% | +19.2% | -27.9% | -10.2% |
| YTD | +15.4% | +65.6% | -50.2% | +9.8% |
| 1Y | +23.7% | +87.8% | -64.1% | +14.6% |
| All | +23.7% | +86.4% | -62.7% | +14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling