+209.1%
INTU vs NUE
+589.1%
-380.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.1% |
| 7D | -9.2% | -2.7% | -6.5% | -8.5% |
| 30D | -7.0% | -6.1% | -1.0% | -5.7% |
| 3M | +10.5% | +2.2% | +8.3% | +9.0% |
| 6M | -30.6% | +50.8% | -81.4% | -39.3% |
| YTD | -52.3% | +57.5% | -109.9% | -59.1% |
| 1Y | -51.8% | +82.5% | -134.3% | -60.7% |
| 3Y | -41.8% | +61.7% | -103.5% | -52.4% |
| 5Y | -42.8% | +145.1% | -188.0% | -60.5% |
| All | +209.1% | +589.1% | -380.1% | +33.7% |
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