+23.3%
BA vs NUE
+423.6%
-400.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.4% | +1.6% |
| 7D | -1.1% | +2.8% | -3.9% | -2.4% |
| 30D | -7.1% | -2.1% | -5.0% | -6.8% |
| 3M | -25.5% | -7.3% | -18.2% | -23.8% |
| 6M | -28.7% | +8.9% | -37.6% | -32.8% |
| YTD | -21.0% | +55.6% | -76.6% | -37.7% |
| 1Y | -11.9% | +74.7% | -86.5% | -34.4% |
| 3Y | -16.2% | +71.7% | -87.8% | -40.6% |
| 5Y | -22.4% | +141.2% | -163.6% | -58.6% |
| All | +23.3% | +423.6% | -400.3% | -67.0% |
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