+50.5%
B vs NUE
+83.1%
-32.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.3% |
| 7D | -5.0% | -2.7% | -2.4% | -4.4% |
| 30D | +8.7% | -6.1% | +14.8% | +10.3% |
| 3M | +17.3% | +2.2% | +15.1% | +15.9% |
| 6M | -5.0% | +50.8% | -55.8% | -15.5% |
| YTD | +1.4% | +57.5% | -56.1% | -9.1% |
| 1Y | +50.5% | +82.5% | -32.0% | +34.8% |
| All | +50.5% | +83.1% | -32.6% | +34.8% |
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