+1,008.9%
BE vs NUE
+345.1%
+663.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.8% | +11.4% | +10.8% |
| 7D | +29.8% | +1.8% | +28.0% | +28.0% |
| 30D | +26.4% | -6.0% | +32.3% | +31.3% |
| 3M | +9.3% | +1.4% | +7.9% | +6.3% |
| 6M | +105.1% | +52.8% | +52.2% | +52.2% |
| YTD | +219.0% | +58.1% | +160.9% | +131.3% |
| 1Y | +418.8% | +80.4% | +338.3% | +243.9% |
| 3Y | +1,784.6% | +62.3% | +1,722.3% | +1,162.6% |
| 5Y | +1,251.0% | +146.2% | +1,104.8% | +520.8% |
| All | +1,008.9% | +345.1% | +663.8% | +121.6% |
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