+407.0%
AXP vs NUE
+423.6%
-16.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +2.3% |
| 7D | -0.1% | +2.8% | -2.9% | -1.4% |
| 30D | +4.4% | -2.1% | +6.5% | +5.0% |
| 3M | -6.4% | -7.3% | +0.9% | -4.2% |
| 6M | +4.2% | +8.9% | -4.7% | -1.8% |
| YTD | -12.4% | +55.6% | -68.0% | -30.5% |
| 1Y | -11.1% | +74.7% | -85.8% | -33.3% |
| 3Y | +114.9% | +71.7% | +43.2% | +55.5% |
| 5Y | +87.4% | +141.2% | -53.8% | +4.5% |
| All | +407.0% | +423.6% | -16.6% | +39.3% |
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