+294.7%
C vs NUE
+559.5%
-264.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | +2.6% | -2.3% | +4.9% | +3.8% |
| 30D | +1.9% | -6.1% | +8.0% | +5.1% |
| 3M | +2.8% | +1.7% | +1.1% | +1.2% |
| 6M | +30.6% | +53.1% | -22.5% | +3.5% |
| YTD | +19.9% | +59.0% | -39.2% | -7.1% |
| 1Y | +44.6% | +85.3% | -40.8% | +2.7% |
| 3Y | +272.1% | +63.2% | +208.9% | +170.0% |
| 5Y | +132.0% | +146.8% | -14.8% | +18.0% |
| 10Y | +294.7% | +584.3% | -289.6% | -11.1% |
| All | +294.7% | +559.5% | -264.9% | -11.1% |
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