+75.8%
BND vs NUE
+545.9%
-470.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -0.1% | -2.3% | +2.2% | -0.2% |
| 30D | -0.2% | -6.1% | +5.8% | -0.3% |
| 3M | -0.7% | +1.7% | -2.3% | -0.7% |
| 6M | -1.7% | +53.1% | -54.7% | -1.3% |
| YTD | -0.5% | +59.0% | -59.6% | -0.1% |
| 1Y | +0.4% | +85.3% | -85.0% | +0.9% |
| 3Y | +13.1% | +63.2% | -50.1% | +13.8% |
| 5Y | -2.1% | +146.8% | -148.9% | -0.9% |
| 10Y | +15.7% | +584.3% | -568.6% | +18.9% |
| All | +75.8% | +545.9% | -470.1% | +80.9% |
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 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