+724.9%
DELL vs NUE
+61.7%
+663.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +11.2% |
| 7D | +8.2% | -0.6% | +8.9% | +8.6% |
| 30D | +17.1% | -4.6% | +21.6% | +19.9% |
| 3M | +45.2% | -0.3% | +45.5% | +45.1% |
| 6M | +286.8% | +51.9% | +234.9% | +216.3% |
| YTD | +354.8% | +60.0% | +294.8% | +263.2% |
| 1Y | +358.3% | +82.9% | +275.4% | +242.9% |
| 3Y | +724.9% | +66.0% | +658.9% | +493.4% |
| All | +724.9% | +61.7% | +663.2% | +493.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling