+2,876.4%
FITB vs NUE
+14,354.5%
-11,478.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.1% |
| 7D | +2.8% | +1.8% | +1.1% | +2.1% |
| 30D | -4.5% | -6.0% | +1.4% | -2.2% |
| 3M | +5.7% | +1.4% | +4.2% | +4.4% |
| 6M | +17.1% | +52.8% | -35.7% | -2.8% |
| YTD | +18.3% | +58.1% | -39.8% | -3.3% |
| 1Y | +23.9% | +80.4% | -56.5% | -4.6% |
| 3Y | +131.1% | +62.3% | +68.8% | +80.3% |
| 5Y | +71.1% | +146.2% | -75.1% | +6.5% |
| 10Y | +283.9% | +549.5% | -265.6% | +59.7% |
| All | +2,876.4% | +14,354.5% | -11,478.0% | +493.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling