+301.8%
AMD vs NUE
+66.5%
+235.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.2% |
| 7D | -11.0% | -10.6% | -0.5% | -5.8% |
| 30D | -30.5% | -0.6% | -29.9% | -29.7% |
| 3M | -8.2% | -9.7% | +1.5% | -3.6% |
| 6M | +6.6% | +5.1% | +1.5% | +3.5% |
| YTD | +109.7% | +51.4% | +58.2% | +70.4% |
| 1Y | +88.9% | +71.3% | +17.6% | +44.9% |
| 3Y | +301.8% | +66.8% | +235.0% | +193.7% |
| All | +301.8% | +66.5% | +235.3% | +193.7% |
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 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