+29.9%
AAPL vs NUE
+86.4%
-56.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.1% | +7.4% | +5.5% |
| 7D | +1.7% | -1.4% | +3.1% | +1.8% |
| 30D | +5.0% | +6.6% | -1.6% | +4.2% |
| 3M | +13.1% | -2.0% | +15.1% | +13.2% |
| 6M | +26.5% | +19.2% | +7.3% | +21.8% |
| YTD | +28.9% | +65.6% | -36.7% | +16.1% |
| 1Y | +29.9% | +87.8% | -57.9% | +15.0% |
| All | +29.9% | +86.4% | -56.5% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling