+78.8%
IVV vs NUE
+59.4%
+19.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +0.5% | +1.8% | -1.3% | +0.1% |
| 30D | -1.0% | -6.0% | +5.0% | +0.3% |
| 3M | +3.9% | +1.4% | +2.4% | +3.2% |
| 6M | +14.5% | +52.8% | -38.3% | +3.3% |
| YTD | +12.9% | +58.1% | -45.2% | +0.8% |
| 1Y | +19.4% | +80.4% | -61.1% | +3.0% |
| 3Y | +78.8% | +62.3% | +16.5% | +49.0% |
| All | +78.8% | +59.4% | +19.4% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling