+2,909.2%
HPQ vs NUE
+14,439.6%
-11,530.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.7% |
| 7D | +2.2% | -2.3% | +4.5% | +3.1% |
| 30D | +9.7% | -6.1% | +15.8% | +12.0% |
| 3M | +32.7% | +1.7% | +31.1% | +31.7% |
| 6M | +77.7% | +53.1% | +24.6% | +53.3% |
| YTD | +51.0% | +59.0% | -8.1% | +28.2% |
| 1Y | +18.4% | +85.3% | -66.9% | -4.7% |
| 3Y | +25.6% | +63.2% | -37.7% | +2.8% |
| 5Y | +38.6% | +146.8% | -108.2% | -4.1% |
| 10Y | +226.1% | +584.3% | -358.2% | +56.8% |
| All | +2,909.2% | +14,439.6% | -11,530.4% | +353.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling