+193.4%
AMAT vs NUE
+76.1%
+117.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.8% | +5.8% | +4.6% |
| 7D | +7.0% | +1.8% | +5.2% | +6.2% |
| 30D | -12.2% | -6.0% | -6.3% | -10.2% |
| 3M | -3.8% | +1.4% | -5.3% | -3.9% |
| 6M | +45.9% | +52.8% | -6.9% | +26.6% |
| YTD | +84.6% | +58.1% | +26.5% | +58.0% |
| 1Y | +193.4% | +80.4% | +113.0% | +141.9% |
| All | +193.4% | +76.1% | +117.3% | +141.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling