+18.6%
IVV vs NUE
+80.6%
-62.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -0.4% | -2.3% | +1.9% | 0.0% |
| 30D | -1.4% | -6.1% | +4.7% | -0.5% |
| 3M | +3.7% | +1.7% | +2.0% | +3.4% |
| 6M | +13.0% | +53.1% | -40.0% | +4.1% |
| YTD | +12.4% | +59.0% | -46.6% | +2.9% |
| 1Y | +18.6% | +85.3% | -66.7% | +5.3% |
| All | +18.6% | +80.6% | -62.0% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling