+206.1%
GLD vs NUE
+423.6%
-217.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.6% | +0.2% |
| 7D | -4.6% | +2.8% | -7.3% | -4.6% |
| 30D | -5.5% | -2.1% | -3.4% | -5.4% |
| 3M | -10.9% | -7.3% | -3.6% | -10.8% |
| 6M | -17.4% | +8.9% | -26.3% | -17.6% |
| YTD | -10.3% | +55.6% | -65.9% | -11.0% |
| 1Y | -7.2% | +74.7% | -81.8% | -8.0% |
| 3Y | +96.9% | +71.7% | +25.2% | +94.8% |
| 5Y | +103.8% | +141.2% | -37.4% | +101.0% |
| All | +206.1% | +423.6% | -217.5% | +204.8% |
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