+319.1%
DELL vs NUE
+82.6%
+236.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +14.9% | +4.2% | +10.7% | +12.8% |
| 30D | +13.3% | -5.0% | +18.3% | +15.8% |
| 3M | +24.4% | -0.2% | +24.6% | +25.9% |
| 6M | +258.0% | +49.1% | +208.9% | +195.6% |
| YTD | +320.2% | +61.0% | +259.2% | +239.6% |
| 1Y | +319.1% | +82.5% | +236.5% | +222.6% |
| All | +319.1% | +82.6% | +236.5% | +222.6% |
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 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