+147.5%
GE vs NUE
+599.8%
-452.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.8% |
| 7D | -4.0% | -0.6% | -3.4% | -3.8% |
| 30D | -11.4% | -4.6% | -6.9% | -9.7% |
| 3M | -2.6% | -0.3% | -2.3% | -3.1% |
| 6M | -0.3% | +51.9% | -52.2% | -17.8% |
| YTD | +5.4% | +60.0% | -54.6% | -15.4% |
| 1Y | +15.5% | +82.9% | -67.4% | -13.2% |
| 3Y | +260.8% | +66.0% | +194.8% | +169.8% |
| 5Y | +421.6% | +149.0% | +272.7% | +191.4% |
| All | +147.5% | +599.8% | -452.4% | -28.1% |
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