+737.6%
FLEX vs NUE
+145.9%
+591.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.8% | +6.2% | +5.1% |
| 7D | +7.0% | +1.8% | +5.2% | +6.0% |
| 30D | -5.8% | -6.0% | +0.2% | -3.3% |
| 3M | -24.2% | +1.4% | -25.6% | -24.9% |
| 6M | +90.8% | +52.8% | +38.0% | +60.0% |
| YTD | +89.2% | +58.1% | +31.1% | +56.2% |
| 1Y | +104.7% | +80.4% | +24.3% | +59.7% |
| 3Y | +478.1% | +62.3% | +415.8% | +351.8% |
| All | +737.6% | +145.9% | +591.7% | +457.9% |
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