-22.9%
INSM vs NUE
+5,050.2%
-5,073.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.9% |
| 7D | +0.5% | -2.7% | +3.1% | +1.2% |
| 30D | -4.0% | -6.1% | +2.1% | -2.6% |
| 3M | +38.5% | +2.2% | +36.3% | +37.1% |
| 6M | -11.5% | +50.8% | -62.3% | -20.4% |
| YTD | -26.9% | +57.5% | -84.4% | -35.2% |
| 1Y | -12.8% | +82.5% | -95.2% | -25.7% |
| 3Y | +384.7% | +61.7% | +323.0% | +312.7% |
| 5Y | +368.8% | +145.1% | +223.7% | +244.8% |
| 10Y | +865.7% | +577.8% | +287.9% | +428.4% |
| All | -22.9% | +5,050.2% | -5,073.1% | -70.1% |
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