-24.7%
WULF vs NUE
+146.6%
-171.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.2% | +2.7% |
| 7D | +1.4% | -0.6% | +2.0% | +1.8% |
| 30D | -2.6% | -4.6% | +1.9% | +0.1% |
| 3M | -34.0% | -0.3% | -33.6% | -35.2% |
| 6M | +10.0% | +51.9% | -41.9% | -19.0% |
| YTD | +45.7% | +60.0% | -14.3% | +3.5% |
| 1Y | +57.3% | +82.9% | -25.6% | +1.9% |
| 3Y | +878.9% | +66.0% | +813.0% | +558.6% |
| All | -24.7% | +146.6% | -171.3% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling