+125,387.6%
AAPL vs NUE
+14,301.5%
+111,086.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.8% |
| 7D | -0.5% | -2.7% | +2.2% | +0.3% |
| 30D | +7.1% | -6.1% | +13.2% | +8.8% |
| 3M | +12.1% | +2.2% | +9.9% | +10.6% |
| 6M | +25.4% | +50.8% | -25.3% | +10.3% |
| YTD | +20.5% | +57.5% | -37.1% | +4.4% |
| 1Y | +44.5% | +82.5% | -37.9% | +19.6% |
| 3Y | +85.8% | +61.7% | +24.1% | +54.8% |
| 5Y | +124.8% | +145.1% | -20.4% | +59.5% |
| 10Y | +1,284.7% | +577.8% | +706.9% | +582.2% |
| All | +125,387.6% | +14,301.5% | +111,086.1% | +17,881.2% |
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 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