+1,821.9%
BA vs NUE
+14,617.8%
-12,795.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | +1.2% | +4.2% | -3.1% | -0.3% |
| 30D | -11.6% | -5.0% | -6.7% | -10.2% |
| 3M | -2.4% | -0.2% | -2.2% | -2.7% |
| 6M | -6.6% | +49.1% | -55.8% | -18.9% |
| YTD | -2.2% | +61.0% | -63.2% | -17.5% |
| 1Y | -8.0% | +82.5% | -90.6% | -25.9% |
| 3Y | -5.0% | +57.9% | -62.9% | -22.0% |
| 5Y | -2.7% | +146.6% | -149.3% | -34.1% |
| 10Y | +75.9% | +561.6% | -485.7% | -15.3% |
| All | +1,821.9% | +14,617.8% | -12,795.8% | +193.7% |
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