+93.0%
KEY vs NUE
+442.4%
-349.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.8% | +6.1% | -4.4% | -1.8% |
| 30D | +7.1% | +2.7% | +4.4% | +4.9% |
| 3M | -5.9% | -3.8% | -2.1% | -4.8% |
| 6M | +2.2% | +14.0% | -11.8% | -7.6% |
| YTD | +6.4% | +61.2% | -54.8% | -22.7% |
| 1Y | +24.8% | +77.8% | -53.0% | -14.7% |
| 3Y | +125.2% | +78.2% | +47.0% | +45.9% |
| 5Y | +13.0% | +149.8% | -136.9% | -47.8% |
| All | +93.0% | +442.4% | -349.3% | -61.3% |
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 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