+758.4%
IVV vs NUE
+4,578.1%
-3,819.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +1.8% |
| 7D | +0.1% | -10.2% | +10.3% | +3.3% |
| 30D | -3.3% | -0.4% | -2.9% | -3.3% |
| 3M | -2.4% | -8.4% | +6.0% | -0.3% |
| 6M | +2.6% | +10.1% | -7.5% | -1.3% |
| YTD | +11.3% | +54.1% | -42.8% | -3.8% |
| 1Y | +13.4% | +74.7% | -61.3% | -5.7% |
| 3Y | +80.3% | +72.0% | +8.3% | +45.8% |
| 5Y | +72.7% | +136.4% | -63.7% | +21.2% |
| 10Y | +309.6% | +434.6% | -125.0% | +107.3% |
| All | +758.4% | +4,578.1% | -3,819.7% | +113.3% |
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 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