+5,376.0%
WMB vs NUE
+14,617.8%
-9,241.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.4% |
| 7D | +0.6% | +4.2% | -3.6% | -1.2% |
| 30D | +3.3% | -5.0% | +8.2% | +5.2% |
| 3M | +3.1% | -0.2% | +3.3% | +2.3% |
| 6M | -0.7% | +49.1% | -49.9% | -17.0% |
| YTD | +25.2% | +61.0% | -35.8% | +1.0% |
| 1Y | +32.9% | +82.5% | -49.7% | +0.9% |
| 3Y | +140.6% | +57.9% | +82.6% | +84.4% |
| 5Y | +273.5% | +146.6% | +126.9% | +118.1% |
| 10Y | +334.2% | +561.6% | -227.4% | +53.8% |
| All | +5,376.0% | +14,617.8% | -9,241.7% | +615.6% |
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 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