+418.2%
DAL vs NUE
+548.2%
-130.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.5% | +4.4% |
| 7D | +10.0% | -10.2% | +20.3% | +15.9% |
| 30D | +12.0% | -0.4% | +12.5% | +12.0% |
| 3M | +0.8% | -8.4% | +9.1% | +4.4% |
| 6M | +26.2% | +10.1% | +16.1% | +18.5% |
| YTD | +33.7% | +54.1% | -20.4% | +5.5% |
| 1Y | +57.6% | +74.7% | -17.2% | +16.8% |
| 3Y | +183.5% | +72.0% | +111.5% | +104.0% |
| 5Y | +114.2% | +136.4% | -22.2% | +23.3% |
| 10Y | +128.1% | +434.6% | -306.5% | -20.2% |
| All | +418.2% | +548.2% | -130.0% | +25.6% |
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 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