+37,168.6%
ADI vs NUE
+14,354.5%
+22,814.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | +2.4% | +1.8% | +0.7% | +1.7% |
| 30D | -6.6% | -6.0% | -0.6% | -4.6% |
| 3M | -9.8% | +1.4% | -11.2% | -10.7% |
| 6M | +15.7% | +52.8% | -37.2% | -1.5% |
| YTD | +35.1% | +58.1% | -23.0% | +13.4% |
| 1Y | +47.7% | +80.4% | -32.7% | +17.8% |
| 3Y | +114.5% | +62.3% | +52.2% | +73.6% |
| 5Y | +141.2% | +146.2% | -5.0% | +60.1% |
| 10Y | +611.3% | +549.5% | +61.8% | +212.9% |
| All | +37,168.6% | +14,354.5% | +22,814.1% | +3,031.0% |
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 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