+371.4%
ASX vs NUE
+68.2%
+303.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.7% | +6.9% | +7.9% |
| 7D | -12.3% | -10.2% | -2.0% | -8.0% |
| 30D | -26.0% | -0.4% | -25.6% | -25.0% |
| 3M | -8.1% | -8.4% | +0.3% | -4.5% |
| 6M | +1.4% | +10.1% | -8.7% | -1.2% |
| YTD | +115.6% | +54.1% | +61.5% | +87.2% |
| 1Y | +128.0% | +74.7% | +53.3% | +90.2% |
| 3Y | +371.4% | +72.0% | +299.4% | +274.8% |
| All | +371.4% | +68.2% | +303.2% | +274.8% |
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 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