+78.9%
INFY vs NUE
+599.8%
-521.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.1% |
| 7D | -5.4% | -0.6% | -4.8% | -5.2% |
| 30D | -9.9% | -4.6% | -5.3% | -9.0% |
| 3M | -4.6% | -0.3% | -4.2% | -4.8% |
| 6M | -18.5% | +51.9% | -70.3% | -26.5% |
| YTD | -36.5% | +60.0% | -96.5% | -43.6% |
| 1Y | -32.8% | +82.9% | -115.6% | -42.3% |
| 3Y | -32.2% | +66.0% | -98.2% | -42.0% |
| 5Y | -44.7% | +149.0% | -193.6% | -59.0% |
| All | +78.9% | +599.8% | -521.0% | -1.4% |
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