+209.9%
BKNG vs NUE
+589.1%
-379.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.8% |
| 7D | -10.7% | -2.7% | -8.0% | -9.9% |
| 30D | -18.1% | -6.1% | -12.0% | -16.6% |
| 3M | +8.5% | +2.2% | +6.3% | +7.1% |
| 6M | -0.1% | +50.8% | -50.8% | -13.7% |
| YTD | -18.2% | +57.5% | -75.8% | -30.8% |
| 1Y | -19.9% | +82.5% | -102.3% | -35.8% |
| 3Y | +41.6% | +61.7% | -20.1% | +13.8% |
| 5Y | +93.1% | +145.1% | -52.0% | +24.8% |
| All | +209.9% | +589.1% | -379.2% | +23.8% |
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