+295.4%
WMB vs NUE
+589.1%
-293.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -1.7% | -2.7% | +1.0% | -0.8% |
| 30D | +0.7% | -6.1% | +6.8% | +2.7% |
| 3M | +1.5% | +2.2% | -0.7% | +0.1% |
| 6M | +0.1% | +50.8% | -50.7% | -14.3% |
| YTD | +22.9% | +57.5% | -34.6% | +3.3% |
| 1Y | +27.9% | +82.5% | -54.6% | +1.3% |
| 3Y | +139.1% | +61.7% | +77.5% | +89.6% |
| 5Y | +270.9% | +145.1% | +125.8% | +124.8% |
| All | +295.4% | +589.1% | -293.8% | +15.2% |
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