+143.3%
DELL vs NUE
+86.4%
+56.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.1% | -6.8% | -7.6% |
| 7D | -24.6% | -1.4% | -23.2% | -24.0% |
| 30D | -32.5% | +6.6% | -39.0% | -34.8% |
| 3M | -20.2% | -2.0% | -18.2% | -19.6% |
| 6M | +76.5% | +19.2% | +57.3% | +60.4% |
| YTD | +198.9% | +65.6% | +133.3% | +120.6% |
| 1Y | +143.3% | +87.8% | +55.5% | +53.1% |
| All | +143.3% | +86.4% | +56.9% | +53.1% |
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