-14.8%
KMB vs NUE
+82.6%
-97.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.7% |
| 7D | -4.2% | +4.2% | -8.4% | -4.5% |
| 30D | -6.6% | -5.0% | -1.6% | -6.3% |
| 3M | +12.6% | -0.2% | +12.8% | +12.6% |
| 6M | +2.9% | +49.1% | -46.3% | -2.0% |
| YTD | +6.8% | +61.0% | -54.2% | +0.7% |
| 1Y | -14.8% | +82.5% | -97.3% | -20.3% |
| All | -14.8% | +82.6% | -97.4% | -20.3% |
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