+1,428.5%
IBKR vs NUE
+567.2%
+861.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.6% |
| 7D | -1.3% | -0.6% | -0.7% | -1.1% |
| 30D | -0.2% | -4.6% | +4.3% | +1.4% |
| 3M | +3.0% | -0.3% | +3.3% | +2.3% |
| 6M | +33.9% | +51.9% | -18.0% | +12.2% |
| YTD | +42.5% | +60.0% | -17.5% | +17.0% |
| 1Y | +44.9% | +82.9% | -38.0% | +12.3% |
| 3Y | +293.0% | +66.0% | +227.0% | +205.9% |
| 5Y | +497.7% | +149.0% | +348.7% | +270.2% |
| 10Y | +1,004.4% | +588.3% | +416.1% | +307.4% |
| All | +1,428.5% | +567.2% | +861.4% | +309.6% |
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 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