+1,690.2%
BMY vs NUE
+14,354.5%
-12,664.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.9% |
| 7D | -3.3% | +1.8% | -5.1% | -3.6% |
| 30D | 0.0% | -6.0% | +5.9% | +0.9% |
| 3M | +17.7% | +1.4% | +16.3% | +17.2% |
| 6M | +9.6% | +52.8% | -43.2% | +1.6% |
| YTD | +24.0% | +58.1% | -34.1% | +14.1% |
| 1Y | +45.1% | +80.4% | -35.3% | +30.2% |
| 3Y | +22.5% | +62.3% | -39.8% | +9.6% |
| 5Y | +22.3% | +146.2% | -123.9% | -1.6% |
| 10Y | +62.0% | +549.5% | -487.5% | +4.6% |
| All | +1,690.2% | +14,354.5% | -12,664.3% | +432.3% |
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