+406.7%
BNY vs NUE
+599.8%
-193.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.5% | -0.6% |
| 7D | -1.3% | -0.6% | -0.7% | -1.1% |
| 30D | -0.2% | -4.6% | +4.4% | +1.5% |
| 3M | +14.9% | -0.3% | +15.3% | +14.4% |
| 6M | +40.0% | +51.9% | -11.9% | +17.7% |
| YTD | +42.0% | +60.0% | -18.0% | +16.6% |
| 1Y | +56.9% | +82.9% | -26.0% | +21.4% |
| 3Y | +289.9% | +66.0% | +223.9% | +200.7% |
| 5Y | +259.2% | +149.0% | +110.2% | +113.1% |
| All | +406.7% | +599.8% | -193.1% | +61.7% |
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