+20.7%
BMY vs NUE
+59.2%
-38.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | -6.4% | -2.7% | -3.7% | -6.2% |
| 30D | +0.2% | -6.1% | +6.3% | +0.6% |
| 3M | +16.0% | +2.2% | +13.7% | +15.6% |
| 6M | +8.3% | +50.8% | -42.4% | +5.0% |
| YTD | +22.2% | +57.5% | -35.4% | +18.0% |
| 1Y | +41.7% | +82.5% | -40.8% | +35.4% |
| All | +20.7% | +59.2% | -38.5% | +13.9% |
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