+126.4%
DAL vs NUE
+540.4%
-414.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.6% |
| 7D | +3.4% | +1.8% | +1.6% | +2.4% |
| 30D | -13.6% | -6.0% | -7.6% | -11.0% |
| 3M | +1.2% | +1.4% | -0.2% | -0.2% |
| 6M | +34.5% | +52.8% | -18.3% | +7.2% |
| YTD | +14.7% | +58.1% | -43.4% | -10.4% |
| 1Y | +29.2% | +80.4% | -51.2% | -6.1% |
| 3Y | +100.0% | +62.3% | +37.7% | +47.2% |
| 5Y | +106.3% | +146.2% | -39.9% | +12.5% |
| 10Y | +126.4% | +549.5% | -423.1% | -39.0% |
| All | +126.4% | +540.4% | -414.0% | -39.0% |
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 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