+477.7%
ASX vs NUE
+142.0%
+335.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.7% |
| 7D | +6.3% | +1.8% | +4.5% | +5.5% |
| 30D | +6.4% | -6.0% | +12.4% | +8.7% |
| 3M | +13.1% | +1.4% | +11.7% | +11.8% |
| 6M | +90.3% | +52.8% | +37.5% | +62.0% |
| YTD | +149.6% | +58.1% | +91.5% | +109.3% |
| 1Y | +249.2% | +80.4% | +168.8% | +177.9% |
| 3Y | +445.9% | +62.3% | +383.6% | +333.7% |
| 5Y | +477.7% | +146.2% | +331.5% | +283.0% |
| All | +477.7% | +142.0% | +335.7% | +283.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling