-2.9%
ADSK vs NUE
+61.7%
-64.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.1% |
| 7D | -2.5% | -0.6% | -1.9% | -2.4% |
| 30D | -14.9% | -4.6% | -10.3% | -14.3% |
| 3M | +3.3% | -0.3% | +3.6% | +3.1% |
| 6M | -15.7% | +51.9% | -67.5% | -23.3% |
| YTD | -28.2% | +60.0% | -88.2% | -35.8% |
| 1Y | -34.5% | +82.9% | -117.4% | -43.6% |
| 3Y | -2.9% | +66.0% | -68.9% | -19.2% |
| All | -2.9% | +61.7% | -64.6% | -19.2% |
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 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