+9.2%
DXCM vs NUE
+85.4%
-76.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.3% | -1.9% |
| 7D | -5.5% | -0.6% | -4.9% | -5.5% |
| 30D | -8.6% | -4.6% | -4.0% | -8.1% |
| 3M | +10.3% | -0.3% | +10.7% | +10.1% |
| 6M | +25.2% | +51.9% | -26.7% | +14.1% |
| YTD | +25.1% | +60.0% | -34.9% | +11.8% |
| 1Y | +9.2% | +82.9% | -73.6% | -6.4% |
| All | +9.2% | +85.4% | -76.2% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling