-24.5%
KVUE vs NUE
+87.4%
-111.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.1% |
| 7D | -5.1% | -0.6% | -4.5% | -5.1% |
| 30D | -6.3% | -4.6% | -1.8% | -6.2% |
| 3M | -0.5% | -0.3% | -0.2% | -0.6% |
| 6M | +3.1% | +51.9% | -48.8% | +1.1% |
| YTD | +6.7% | +60.0% | -53.3% | +4.5% |
| 1Y | -1.1% | +82.9% | -84.0% | -3.7% |
| 3Y | -8.7% | +66.0% | -74.7% | -11.0% |
| All | -24.5% | +87.4% | -111.9% | -28.3% |
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