+1,470.1%
BA vs NUE
+13,743.0%
-12,272.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.1% | -10.6% | +11.6% | +4.8% |
| 30D | -7.9% | -0.6% | -7.3% | -8.1% |
| 3M | -25.3% | -9.7% | -15.6% | -23.3% |
| 6M | -24.6% | +5.1% | -29.7% | -26.7% |
| YTD | -20.1% | +51.4% | -71.6% | -31.6% |
| 1Y | -11.8% | +71.3% | -83.1% | -27.6% |
| 3Y | -10.1% | +66.8% | -77.0% | -27.9% |
| 5Y | -22.7% | +134.8% | -157.6% | -46.9% |
| 10Y | +35.1% | +506.1% | -471.1% | -33.4% |
| All | +1,470.1% | +13,743.0% | -12,272.8% | +143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling