-15.9%
ACN vs NUE
+72.4%
-88.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.8% |
| 7D | -3.8% | +2.8% | -6.6% | -4.3% |
| 30D | +16.5% | -2.1% | +18.6% | +16.6% |
| 3M | +41.5% | -7.3% | +48.8% | +42.8% |
| 6M | +60.1% | +8.9% | +51.2% | +56.5% |
| YTD | -3.9% | +55.6% | -59.6% | -13.1% |
| 1Y | +4.1% | +74.7% | -70.6% | -8.3% |
| 3Y | -15.9% | +71.7% | -87.5% | -27.4% |
| All | -15.9% | +72.4% | -88.3% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling