+5,039.4%
WMB vs NUE
+14,124.9%
-9,085.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +0.9% |
| 7D | +7.8% | +2.8% | +5.1% | +6.6% |
| 30D | -5.1% | -2.1% | -3.0% | -4.3% |
| 3M | -4.7% | -7.3% | +2.6% | -2.2% |
| 6M | -7.4% | +8.9% | -16.3% | -11.8% |
| YTD | +17.5% | +55.6% | -38.1% | -4.2% |
| 1Y | +19.5% | +74.7% | -55.2% | -7.2% |
| 3Y | +121.3% | +71.7% | +49.6% | +63.7% |
| 5Y | +200.5% | +141.2% | +59.3% | +77.8% |
| 10Y | +281.9% | +429.6% | -147.7% | +48.8% |
| All | +5,039.4% | +14,124.9% | -9,085.6% | +579.1% |
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