+11.7%
BABA vs NUE
+423.6%
-411.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +1.0% |
| 7D | -13.8% | +2.8% | -16.5% | -14.5% |
| 30D | -15.1% | -2.1% | -13.0% | -14.9% |
| 3M | -22.7% | -7.3% | -15.4% | -21.7% |
| 6M | -34.7% | +8.9% | -43.5% | -37.2% |
| YTD | -35.0% | +55.6% | -90.6% | -44.0% |
| 1Y | -40.4% | +74.7% | -115.1% | -50.4% |
| 3Y | +21.9% | +71.7% | -49.7% | -1.3% |
| 5Y | -39.9% | +141.2% | -181.1% | -57.5% |
| All | +11.7% | +423.6% | -411.9% | -41.0% |
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