+54,149.7%
DHR vs NUE
+14,439.6%
+39,710.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -2.4% | -2.3% | -0.1% | -1.8% |
| 30D | -2.2% | -6.1% | +3.9% | -0.7% |
| 3M | +9.0% | +1.7% | +7.3% | +7.9% |
| 6M | +3.5% | +53.1% | -49.6% | -8.4% |
| YTD | -10.1% | +59.0% | -69.2% | -21.5% |
| 1Y | +6.2% | +85.3% | -79.1% | -11.3% |
| 3Y | -5.4% | +63.2% | -68.6% | -20.3% |
| 5Y | -27.9% | +146.8% | -174.7% | -47.6% |
| 10Y | +215.7% | +584.3% | -368.6% | +61.0% |
| All | +54,149.7% | +14,439.6% | +39,710.1% | +9,836.0% |
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