+547.9%
FAST vs NUE
+468.0%
+79.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.2% | +2.4% |
| 7D | +3.8% | -10.2% | +14.1% | +7.3% |
| 30D | +8.1% | -0.4% | +8.5% | +8.0% |
| 3M | +5.8% | -8.4% | +14.2% | +8.1% |
| 6M | +24.9% | +10.1% | +14.8% | +19.7% |
| YTD | +38.9% | +54.1% | -15.1% | +19.0% |
| 1Y | +36.5% | +74.7% | -38.3% | +12.0% |
| 3Y | +98.1% | +72.0% | +26.2% | +57.6% |
| 5Y | +109.3% | +136.4% | -27.1% | +39.8% |
| 10Y | +547.9% | +434.6% | +113.3% | +165.3% |
| All | +547.9% | +468.0% | +79.9% | +165.3% |
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