+105.8%
DAL vs NUE
+146.7%
-40.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | +0.1% | +4.2% | -4.1% | -1.6% |
| 30D | -13.9% | -5.0% | -8.9% | -12.2% |
| 3M | +1.1% | -0.2% | +1.3% | +0.7% |
| 6M | +26.2% | +49.1% | -22.9% | +5.7% |
| YTD | +16.4% | +61.0% | -44.6% | -5.7% |
| 1Y | +33.9% | +82.5% | -48.7% | +2.4% |
| 3Y | +93.4% | +57.9% | +35.5% | +50.1% |
| All | +105.8% | +146.7% | -40.8% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling