+76.0%
AMZN vs NUE
+59.2%
+16.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.7% | -2.7% | 0.0% | -2.0% |
| 30D | -7.5% | -6.1% | -1.4% | -6.1% |
| 3M | +5.8% | +2.2% | +3.6% | +4.5% |
| 6M | +17.5% | +50.8% | -33.2% | +3.0% |
| YTD | +9.1% | +57.5% | -48.4% | -6.2% |
| 1Y | +9.4% | +82.5% | -73.1% | -10.7% |
| All | +76.0% | +59.2% | +16.8% | +35.9% |
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 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