+1,163.5%
C vs NUE
+14,617.8%
-13,454.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +3.6% | +4.2% | -0.6% | +1.6% |
| 30D | +0.1% | -5.0% | +5.0% | +2.3% |
| 3M | +2.4% | -0.2% | +2.6% | +1.8% |
| 6M | +24.9% | +49.1% | -24.2% | +2.7% |
| YTD | +19.8% | +61.0% | -41.2% | -5.3% |
| 1Y | +44.9% | +82.5% | -37.7% | +7.3% |
| 3Y | +263.0% | +57.9% | +205.1% | +177.6% |
| 5Y | +129.5% | +146.6% | -17.0% | +32.0% |
| 10Y | +291.6% | +561.6% | -270.0% | +37.1% |
| All | +1,163.5% | +14,617.8% | -13,454.2% | +42.4% |
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