+47.9%
DE vs NUE
+82.6%
-34.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +10.0% | +4.2% | +5.8% | +8.8% |
| 30D | +13.3% | -5.0% | +18.3% | +15.0% |
| 3M | +17.5% | -0.2% | +17.7% | +17.4% |
| 6M | +13.6% | +49.1% | -35.6% | +2.2% |
| YTD | +49.8% | +61.0% | -11.2% | +33.4% |
| 1Y | +47.9% | +82.5% | -34.7% | +30.9% |
| All | +47.9% | +82.6% | -34.7% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling