+1,315.3%
AMAT vs NUE
+468.0%
+847.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.7% | +9.6% | +10.5% |
| 7D | -1.1% | -10.2% | +9.2% | +4.6% |
| 30D | -26.9% | -0.4% | -26.5% | -26.5% |
| 3M | -31.2% | -8.4% | -22.8% | -28.5% |
| 6M | -14.7% | +10.1% | -24.8% | -19.2% |
| YTD | +44.7% | +54.1% | -9.4% | +15.8% |
| 1Y | +62.0% | +74.7% | -12.8% | +21.8% |
| 3Y | +165.0% | +72.0% | +93.0% | +91.7% |
| 5Y | +147.1% | +136.4% | +10.7% | +44.0% |
| 10Y | +1,315.3% | +434.6% | +880.6% | +353.2% |
| All | +1,315.3% | +468.0% | +847.2% | +353.2% |
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 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