+467.1%
AXP vs NUE
+559.5%
-92.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.6% |
| 7D | -2.5% | -2.3% | -0.2% | -1.5% |
| 30D | -5.0% | -6.1% | +1.0% | -2.6% |
| 3M | +1.4% | +1.7% | -0.3% | -0.4% |
| 6M | +6.0% | +53.1% | -47.1% | -14.1% |
| YTD | -12.3% | +59.0% | -71.4% | -30.5% |
| 1Y | +0.3% | +85.3% | -85.1% | -26.4% |
| 3Y | +111.7% | +63.2% | +48.4% | +58.1% |
| 5Y | +114.5% | +146.8% | -32.2% | +19.0% |
| 10Y | +467.1% | +584.3% | -117.2% | +48.5% |
| All | +467.1% | +559.5% | -92.5% | +48.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling