+7,924.2%
BNY vs NUE
+14,525.3%
-6,601.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +14.3% |
| 6M | +40.0% | +51.9% | -11.9% | +17.1% |
| YTD | +42.0% | +60.0% | -18.0% | +16.0% |
| 1Y | +56.9% | +82.9% | -26.0% | +20.6% |
| 3Y | +289.9% | +66.0% | +223.9% | +199.1% |
| 5Y | +259.2% | +149.0% | +110.2% | +118.9% |
| 10Y | +413.3% | +588.3% | -175.1% | +93.5% |
| All | +7,924.2% | +14,525.3% | -6,601.1% | +853.0% |
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