-16.6%
BX vs NUE
+82.6%
-99.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -4.4% | +4.2% | -8.6% | -5.5% |
| 30D | +0.1% | -5.0% | +5.1% | +1.5% |
| 3M | +16.0% | -0.2% | +16.2% | +15.9% |
| 6M | +21.6% | +49.1% | -27.5% | +7.0% |
| YTD | -8.9% | +61.0% | -69.9% | -20.9% |
| 1Y | -16.6% | +82.5% | -99.2% | -30.6% |
| All | -16.6% | +82.6% | -99.2% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling