+776.1%
IVV vs NUE
+4,788.5%
-4,012.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +0.1% | +4.2% | -4.1% | -1.2% |
| 30D | +0.1% | -5.0% | +5.0% | +1.5% |
| 3M | +2.0% | -0.2% | +2.2% | +1.5% |
| 6M | +13.0% | +49.1% | -36.1% | -0.7% |
| YTD | +13.6% | +61.0% | -47.4% | -2.8% |
| 1Y | +20.1% | +82.5% | -62.5% | -1.5% |
| 3Y | +77.6% | +57.9% | +19.7% | +47.7% |
| 5Y | +82.5% | +146.6% | -64.1% | +26.3% |
| 10Y | +316.5% | +561.6% | -245.1% | +97.4% |
| All | +776.1% | +4,788.5% | -4,012.4% | +115.6% |
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