+138.3%
ADI vs NUE
+146.6%
-8.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.3% |
| 7D | +4.6% | -0.6% | +5.2% | +4.8% |
| 30D | -1.2% | -4.6% | +3.4% | +0.4% |
| 3M | -7.8% | -0.3% | -7.5% | -8.2% |
| 6M | +19.3% | +51.9% | -32.5% | +2.0% |
| YTD | +40.9% | +60.0% | -19.1% | +17.9% |
| 1Y | +54.5% | +82.9% | -28.4% | +22.8% |
| 3Y | +123.4% | +66.0% | +57.5% | +76.7% |
| All | +138.3% | +146.6% | -8.3% | +66.6% |
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