+313.6%
IVV vs NUE
+589.1%
-275.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.4% | -0.3% |
| 7D | -2.0% | -2.7% | +0.7% | -1.2% |
| 30D | -1.6% | -6.1% | +4.4% | 0.0% |
| 3M | +4.8% | +2.2% | +2.5% | +3.5% |
| 6M | +12.6% | +50.8% | -38.2% | -1.1% |
| YTD | +11.8% | +57.5% | -45.8% | -3.3% |
| 1Y | +17.6% | +82.5% | -64.9% | -3.1% |
| 3Y | +77.0% | +61.7% | +15.3% | +46.5% |
| 5Y | +82.6% | +145.1% | -62.6% | +25.9% |
| All | +313.6% | +589.1% | -275.5% | +80.7% |
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