+176.5%
DLR vs NUE
+599.8%
-423.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.4% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | -4.3% | -4.6% | +0.3% | -3.6% |
| 3M | +3.8% | -0.3% | +4.1% | +3.6% |
| 6M | +5.8% | +51.9% | -46.0% | -2.3% |
| YTD | +23.5% | +60.0% | -36.4% | +12.8% |
| 1Y | +11.1% | +82.9% | -71.8% | -1.3% |
| 3Y | +57.9% | +66.0% | -8.1% | +39.8% |
| 5Y | +44.0% | +149.0% | -105.0% | +15.9% |
| All | +176.5% | +599.8% | -423.4% | +56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling