+9.7%
AMZN vs NUE
+82.6%
-72.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | -0.1% |
| 7D | -3.0% | +4.2% | -7.2% | -3.3% |
| 30D | -5.2% | -5.0% | -0.2% | -4.8% |
| 3M | +1.9% | -0.2% | +2.1% | +2.4% |
| 6M | +19.2% | +49.1% | -29.9% | +10.3% |
| YTD | +12.0% | +61.0% | -49.0% | +1.6% |
| 1Y | +9.7% | +82.5% | -72.8% | -5.8% |
| All | +9.7% | +82.6% | -72.9% | -5.8% |
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