-10.9%
AXP vs NUE
+74.2%
-85.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.8% |
| 7D | -1.1% | -10.2% | +9.1% | +0.5% |
| 30D | +5.2% | -0.4% | +5.7% | +5.2% |
| 3M | -4.6% | -8.4% | +3.8% | -3.4% |
| 6M | +3.2% | +10.1% | -6.9% | -0.4% |
| YTD | -11.3% | +54.1% | -65.4% | -25.0% |
| All | -10.9% | +74.2% | -85.0% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling