+252.1%
INTC vs NUE
+599.8%
-347.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.1% | +2.0% |
| 7D | +7.5% | -0.6% | +8.1% | +7.7% |
| 30D | +2.0% | -4.6% | +6.5% | +3.8% |
| 3M | -12.0% | -0.3% | -11.7% | -12.6% |
| 6M | +114.5% | +51.9% | +62.7% | +81.1% |
| YTD | +179.0% | +60.0% | +119.0% | +130.5% |
| 1Y | +318.3% | +82.9% | +235.4% | +226.6% |
| 3Y | +171.2% | +66.0% | +105.2% | +114.6% |
| 5Y | +107.6% | +149.0% | -41.4% | +34.4% |
| All | +252.1% | +599.8% | -347.7% | +43.0% |
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 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