+112,825.2%
AMAT vs NUE
+14,392.8%
+98,432.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | -0.6% |
| 7D | -2.5% | -6.2% | +3.8% | +0.4% |
| 30D | -26.5% | +2.5% | -29.0% | -27.0% |
| 3M | -28.6% | -6.4% | -22.2% | -26.9% |
| 6M | -14.2% | +13.3% | -27.5% | -18.9% |
| YTD | +45.5% | +58.5% | -13.1% | +20.1% |
| 1Y | +59.3% | +81.9% | -22.5% | +24.7% |
| 3Y | +153.1% | +75.3% | +77.8% | +95.0% |
| 5Y | +158.2% | +149.9% | +8.2% | +67.7% |
| 10Y | +1,370.8% | +436.0% | +934.8% | +578.3% |
| All | +112,825.2% | +14,392.8% | +98,432.4% | +9,769.3% |
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