+257.0%
DXCM vs NUE
+599.8%
-342.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.3% | -2.1% |
| 7D | -5.5% | -0.6% | -4.9% | -5.4% |
| 30D | -8.6% | -4.6% | -4.0% | -7.7% |
| 3M | +10.3% | -0.3% | +10.7% | +10.0% |
| 6M | +25.2% | +51.9% | -26.7% | +12.9% |
| YTD | +25.1% | +60.0% | -34.9% | +11.3% |
| 1Y | +9.2% | +82.9% | -73.6% | -6.0% |
| 3Y | -22.6% | +66.0% | -88.6% | -34.0% |
| 5Y | -39.5% | +149.0% | -188.5% | -54.2% |
| All | +257.0% | +599.8% | -342.9% | +90.6% |
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