+7,917.6%
FLEX vs NUE
+3,239.5%
+4,678.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | -0.9% | +4.2% | -5.1% | -3.0% |
| 30D | -10.1% | -5.0% | -5.2% | -7.9% |
| 3M | -31.3% | -0.2% | -31.1% | -31.6% |
| 6M | +71.3% | +49.1% | +22.1% | +41.0% |
| YTD | +81.2% | +61.0% | +20.2% | +43.4% |
| 1Y | +98.5% | +82.5% | +16.0% | +47.0% |
| 3Y | +428.2% | +57.9% | +370.3% | +306.1% |
| 5Y | +657.3% | +146.6% | +510.7% | +338.0% |
| 10Y | +995.9% | +561.6% | +434.3% | +270.6% |
| All | +7,917.6% | +3,239.5% | +4,678.1% | +902.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling