+307.4%
IVV vs NUE
+451.1%
-143.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -1.2% |
| 7D | -0.6% | -6.2% | +5.6% | +1.2% |
| 30D | -3.7% | +2.5% | -6.1% | -4.5% |
| 3M | -2.7% | -6.4% | +3.7% | -1.3% |
| 6M | +2.2% | +13.3% | -11.0% | -2.4% |
| YTD | +10.9% | +58.5% | -47.6% | -4.7% |
| 1Y | +11.3% | +81.9% | -70.6% | -8.3% |
| 3Y | +76.9% | +75.3% | +1.6% | +42.3% |
| 5Y | +73.5% | +149.9% | -76.5% | +18.4% |
| 10Y | +307.4% | +436.0% | -128.6% | +82.2% |
| All | +307.4% | +451.1% | -143.7% | +82.2% |
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