+33.6%
EQT vs NUE
+61.7%
-28.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.9% |
| 7D | -2.0% | -0.6% | -1.4% | -1.9% |
| 30D | 0.0% | -4.6% | +4.6% | +0.8% |
| 3M | +5.9% | -0.3% | +6.3% | +5.6% |
| 6M | -14.8% | +51.9% | -66.7% | -22.8% |
| YTD | +1.8% | +60.0% | -58.2% | -9.3% |
| 1Y | +7.4% | +82.9% | -75.5% | -7.9% |
| 3Y | +33.6% | +66.0% | -32.4% | +11.6% |
| All | +33.6% | +61.7% | -28.1% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling