+39.9%
BKNG vs NUE
+61.7%
-21.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.5% | -0.3% |
| 7D | -9.8% | -0.6% | -9.2% | -9.7% |
| 30D | -17.9% | -4.6% | -13.3% | -17.3% |
| 3M | +6.6% | -0.3% | +6.9% | +6.3% |
| 6M | +1.1% | +51.9% | -50.8% | -7.5% |
| YTD | -18.2% | +60.0% | -78.2% | -26.2% |
| 1Y | -20.2% | +82.9% | -103.1% | -30.4% |
| 3Y | +39.9% | +66.0% | -26.1% | +17.2% |
| All | +39.9% | +61.7% | -21.8% | +17.2% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling