-13.7%
AXP vs NUE
+81.9%
-95.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -2.1% | +6.1% | -8.3% | -3.1% |
| 30D | +2.7% | +2.7% | -0.1% | +2.1% |
| 3M | -7.3% | -3.8% | -3.4% | -6.8% |
| 6M | +1.8% | +14.0% | -12.2% | -2.1% |
| YTD | -13.1% | +61.2% | -74.2% | -27.0% |
| 1Y | -13.7% | +77.8% | -91.5% | -31.9% |
| All | -13.7% | +81.9% | -95.6% | -31.9% |
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