+134.2%
BP vs NUE
+599.8%
-465.7%
-63.9%
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% | -0.5% |
| 7D | +5.2% | -0.6% | +5.9% | +5.4% |
| 30D | +8.7% | -4.6% | +13.3% | +10.2% |
| 3M | +9.3% | -0.3% | +9.7% | +8.5% |
| 6M | +13.6% | +51.9% | -38.3% | -4.5% |
| YTD | +37.7% | +60.0% | -22.3% | +13.3% |
| 1Y | +40.6% | +82.9% | -42.3% | +9.4% |
| 3Y | +40.3% | +66.0% | -25.6% | +8.6% |
| 5Y | +141.4% | +149.0% | -7.5% | +43.4% |
| All | +134.2% | +599.8% | -465.7% | -24.5% |
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