+4,782.6%
DELL vs NUE
+533.9%
+4,248.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +8.7% | -2.3% | +11.0% | +9.8% |
| 30D | +16.9% | -6.1% | +23.0% | +20.2% |
| 3M | +40.4% | +1.7% | +38.8% | +38.8% |
| 6M | +267.1% | +53.1% | +214.0% | +206.3% |
| YTD | +329.1% | +59.0% | +270.0% | +252.4% |
| 1Y | +346.9% | +85.3% | +261.6% | +243.4% |
| 3Y | +696.6% | +63.2% | +633.4% | +526.0% |
| 5Y | +1,106.2% | +146.8% | +959.4% | +663.7% |
| 10Y | +4,177.7% | +584.3% | +3,593.4% | +1,560.6% |
| All | +4,782.6% | +533.9% | +4,248.7% | +1,852.1% |
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 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