+32,355.3%
AVGO vs NUE
+733.7%
+31,621.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.8% | +3.7% |
| 7D | -0.3% | +1.8% | -2.1% | -1.2% |
| 30D | -13.8% | -6.0% | -7.9% | -11.7% |
| 3M | -6.9% | +1.4% | -8.4% | -8.2% |
| 6M | +11.9% | +52.8% | -40.9% | -7.7% |
| YTD | +6.9% | +58.1% | -51.2% | -13.6% |
| 1Y | +7.4% | +80.4% | -73.0% | -18.3% |
| 3Y | +345.6% | +62.3% | +283.3% | +242.1% |
| 5Y | +718.9% | +146.2% | +572.7% | +387.3% |
| 10Y | +2,755.4% | +549.5% | +2,205.8% | +809.9% |
| All | +32,355.3% | +733.7% | +31,621.6% | +8,338.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling