+226.7%
GDX vs NUE
+142.4%
+84.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.5% | -3.3% |
| 7D | -5.4% | -2.7% | -2.7% | -4.8% |
| 30D | +6.6% | -6.1% | +12.6% | +7.8% |
| 3M | +30.1% | +2.2% | +27.9% | +29.0% |
| 6M | -7.1% | +50.8% | -57.9% | -15.0% |
| YTD | +12.0% | +57.5% | -45.6% | +1.6% |
| 1Y | +41.2% | +82.5% | -41.3% | +24.3% |
| 3Y | +251.0% | +61.7% | +189.3% | +209.7% |
| 5Y | +226.7% | +145.1% | +81.6% | +161.3% |
| All | +226.7% | +142.4% | +84.3% | +161.3% |
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 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