+133.0%
ASX vs NUE
+79.2%
+53.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.4% | +1.6% |
| 7D | -9.1% | -6.2% | -2.9% | -5.2% |
| 30D | -23.6% | +2.5% | -26.0% | -22.8% |
| 3M | -5.6% | -6.4% | +0.8% | -1.3% |
| 6M | +4.7% | +13.3% | -8.6% | +0.8% |
| YTD | +122.6% | +58.5% | +64.1% | +81.7% |
| 1Y | +133.0% | +81.9% | +51.1% | +83.3% |
| All | +133.0% | +79.2% | +53.8% | +83.3% |
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