+14,280.4%
INTU vs NUE
+4,685.7%
+9,594.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.2% |
| 7D | -7.1% | +4.2% | -11.3% | -8.2% |
| 30D | +1.5% | -5.0% | +6.4% | +2.6% |
| 3M | +10.7% | -0.2% | +10.9% | +10.0% |
| 6M | -23.8% | +49.1% | -73.0% | -32.7% |
| YTD | -49.3% | +61.0% | -110.3% | -56.4% |
| 1Y | -49.7% | +82.5% | -132.2% | -58.3% |
| 3Y | -38.0% | +57.9% | -95.9% | -48.1% |
| 5Y | -38.7% | +146.6% | -185.3% | -55.9% |
| 10Y | +221.3% | +561.6% | -340.3% | +65.2% |
| All | +14,280.4% | +4,685.7% | +9,594.7% | +3,555.0% |
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