+261.3%
GE vs NUE
+59.2%
+202.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.1% |
| 7D | -2.8% | -2.7% | -0.1% | -2.0% |
| 30D | -11.9% | -6.1% | -5.9% | -10.4% |
| 3M | +1.8% | +2.2% | -0.4% | +0.9% |
| 6M | -0.6% | +50.8% | -51.4% | -11.9% |
| YTD | +5.5% | +57.5% | -52.0% | -7.8% |
| 1Y | +15.0% | +82.5% | -67.5% | -3.9% |
| All | +261.3% | +59.2% | +202.1% | +183.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling