+15.7%
BABA vs NUE
+451.1%
-435.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.9% | -5.4% | -3.3% |
| 7D | +2.4% | -6.2% | +8.6% | +3.9% |
| 30D | -7.8% | +2.5% | -10.2% | -8.7% |
| 3M | -22.4% | -6.4% | -16.0% | -21.5% |
| 6M | -26.0% | +13.3% | -39.3% | -29.6% |
| YTD | -29.3% | +58.5% | -87.8% | -39.3% |
| 1Y | -37.5% | +81.9% | -119.4% | -48.6% |
| 3Y | +31.9% | +75.3% | -43.4% | +6.3% |
| 5Y | -33.4% | +149.9% | -183.4% | -53.4% |
| 10Y | +15.7% | +436.0% | -420.3% | -38.8% |
| All | +15.7% | +451.1% | -435.4% | -38.8% |
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 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