+695.6%
AVGO vs NUE
+142.4%
+553.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.6% |
| 7D | +1.0% | -2.7% | +3.7% | +1.9% |
| 30D | -13.3% | -6.1% | -7.2% | -11.5% |
| 3M | -2.9% | +2.2% | -5.1% | -4.2% |
| 6M | +5.7% | +50.8% | -45.1% | -9.1% |
| YTD | +4.6% | +57.5% | -52.9% | -11.8% |
| 1Y | -1.6% | +82.5% | -84.1% | -21.4% |
| 3Y | +336.2% | +61.7% | +274.5% | +249.8% |
| 5Y | +695.6% | +145.1% | +550.5% | +458.5% |
| All | +695.6% | +142.4% | +553.2% | +458.5% |
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 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