+1.3%
AXP vs NUE
+76.1%
-74.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.3% |
| 7D | +0.6% | +1.8% | -1.2% | +0.3% |
| 30D | -4.3% | -6.0% | +1.6% | -3.4% |
| 3M | +4.7% | +1.4% | +3.3% | +4.3% |
| 6M | +9.0% | +52.8% | -43.9% | -2.7% |
| YTD | -11.1% | +58.1% | -69.3% | -21.2% |
| 1Y | +1.3% | +80.4% | -79.1% | -13.3% |
| All | +1.3% | +76.1% | -74.8% | -13.3% |
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