+9.0%
HCA vs NUE
+86.4%
-77.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -2.1% | +12.4% | +10.5% |
| 7D | +10.2% | -1.4% | +11.7% | +10.3% |
| 30D | +17.4% | +6.6% | +10.9% | +16.6% |
| 3M | +27.7% | -2.0% | +29.7% | +27.7% |
| 6M | +20.0% | +19.2% | +0.8% | +18.0% |
| YTD | +10.0% | +65.6% | -55.6% | +2.5% |
| 1Y | +9.0% | +87.8% | -78.8% | -5.0% |
| All | +9.0% | +86.4% | -77.4% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling