+476.3%
ASX vs NUE
+60.7%
+415.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +3.0% | +3.3% |
| 7D | +11.1% | -2.3% | +13.4% | +12.0% |
| 30D | +9.6% | -6.1% | +15.7% | +11.9% |
| 3M | +18.6% | +1.7% | +17.0% | +17.5% |
| 6M | +92.1% | +53.1% | +39.0% | +65.5% |
| YTD | +158.5% | +59.0% | +99.4% | +119.2% |
| 1Y | +271.9% | +85.3% | +186.5% | +199.0% |
| All | +476.3% | +60.7% | +415.5% | +350.5% |
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