+147.7%
WMB vs NUE
+60.7%
+87.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.3% |
| 30D | +4.6% | -6.1% | +10.7% | +5.4% |
| 3M | +5.7% | +1.7% | +4.1% | +5.2% |
| 6M | +4.2% | +53.1% | -48.9% | -2.8% |
| YTD | +26.8% | +59.0% | -32.2% | +17.4% |
| 1Y | +34.7% | +85.3% | -50.7% | +21.2% |
| All | +147.7% | +60.7% | +87.0% | +122.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling