+45.0%
BBY vs NUE
+61.7%
-16.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.5% |
| 7D | +0.6% | -0.6% | +1.2% | +0.8% |
| 30D | +9.4% | -4.6% | +14.0% | +11.0% |
| 3M | +19.3% | -0.3% | +19.7% | +18.8% |
| 6M | +47.9% | +51.9% | -4.0% | +24.8% |
| YTD | +39.6% | +60.0% | -20.4% | +15.1% |
| 1Y | +22.2% | +82.9% | -60.7% | -4.8% |
| 3Y | +45.0% | +66.0% | -21.0% | +9.8% |
| All | +45.0% | +61.7% | -16.7% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling