+215.4%
ADSK vs NUE
+599.8%
-384.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.2% |
| 7D | -2.5% | -0.6% | -1.9% | -2.3% |
| 30D | -14.9% | -4.6% | -10.3% | -13.7% |
| 3M | +3.3% | -0.3% | +3.6% | +2.7% |
| 6M | -15.7% | +51.9% | -67.5% | -28.5% |
| YTD | -28.2% | +60.0% | -88.2% | -40.8% |
| 1Y | -34.5% | +82.9% | -117.4% | -48.9% |
| 3Y | -2.9% | +66.0% | -68.9% | -24.4% |
| 5Y | -25.3% | +149.0% | -174.3% | -53.1% |
| All | +215.4% | +599.8% | -384.5% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling