+256.3%
ASX vs NUE
+83.1%
+173.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -2.9% |
| 7D | +6.5% | -2.7% | +9.2% | +7.5% |
| 30D | +3.1% | -6.1% | +9.2% | +5.5% |
| 3M | +17.4% | +2.2% | +15.1% | +17.0% |
| 6M | +85.4% | +50.8% | +34.7% | +61.2% |
| YTD | +150.1% | +57.5% | +92.5% | +114.6% |
| 1Y | +256.3% | +82.5% | +173.8% | +197.2% |
| All | +256.3% | +83.1% | +173.2% | +197.2% |
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