-48.1%
DXCM vs NUE
+143.0%
-191.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.5% | +5.8% | +3.2% |
| 7D | +4.9% | +2.8% | +2.2% | +4.2% |
| 30D | -0.2% | -2.1% | +1.9% | +0.2% |
| 3M | -8.9% | -7.3% | -1.6% | -7.7% |
| 6M | +42.3% | +8.9% | +33.4% | +38.0% |
| YTD | +25.6% | +55.6% | -30.1% | +10.6% |
| 1Y | +39.5% | +74.7% | -35.1% | +19.3% |
| 3Y | -15.3% | +71.7% | -86.9% | -30.6% |
| All | -48.1% | +143.0% | -191.1% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling