+565.7%
AMZN vs NUE
+599.8%
-34.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.4% | +1.5% |
| 7D | -0.7% | -0.6% | 0.0% | -0.5% |
| 30D | -3.9% | -4.6% | +0.6% | -2.9% |
| 3M | +6.3% | -0.3% | +6.6% | +5.7% |
| 6M | +20.8% | +51.9% | -31.1% | +7.1% |
| YTD | +11.2% | +60.0% | -48.7% | -3.1% |
| 1Y | +11.7% | +82.9% | -71.2% | -6.4% |
| 3Y | +79.4% | +66.0% | +13.5% | +50.2% |
| 5Y | +48.0% | +149.0% | -100.9% | +10.2% |
| All | +565.7% | +599.8% | -34.2% | +296.4% |
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