+127.8%
AAPL vs NUE
+146.6%
-18.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.4% |
| 7D | +3.8% | -0.6% | +4.5% | +4.0% |
| 30D | +9.9% | -4.6% | +14.5% | +11.0% |
| 3M | +12.5% | -0.3% | +12.8% | +12.0% |
| 6M | +27.6% | +51.9% | -24.3% | +13.4% |
| YTD | +22.6% | +60.0% | -37.4% | +7.2% |
| 1Y | +45.0% | +82.9% | -37.9% | +22.0% |
| 3Y | +87.8% | +66.0% | +21.8% | +56.0% |
| All | +127.8% | +146.6% | -18.8% | +70.2% |
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 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