+953.6%
IGV vs NUE
+3,849.5%
-2,895.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.3% |
| 7D | -3.3% | +1.8% | -5.1% | -3.9% |
| 30D | 0.0% | -6.0% | +5.9% | +1.7% |
| 3M | +7.3% | +1.4% | +5.9% | +6.0% |
| 6M | +16.7% | +52.8% | -36.1% | +0.7% |
| YTD | -2.8% | +58.1% | -61.0% | -17.6% |
| 1Y | -6.7% | +80.4% | -87.1% | -24.5% |
| 3Y | +41.1% | +62.3% | -21.2% | +14.7% |
| 5Y | +22.0% | +146.2% | -124.2% | -17.2% |
| 10Y | +357.9% | +549.5% | -191.6% | +105.4% |
| All | +953.6% | +3,849.5% | -2,895.9% | +85.0% |
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 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