+358.4%
LIN vs NUE
+540.4%
-182.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.4% |
| 7D | -3.5% | +1.8% | -5.2% | -4.0% |
| 30D | -4.1% | -6.0% | +1.9% | -2.5% |
| 3M | -6.4% | +1.4% | -7.8% | -7.3% |
| 6M | -2.4% | +52.8% | -55.3% | -15.3% |
| YTD | +10.9% | +58.1% | -47.2% | -5.0% |
| 1Y | 0.0% | +80.4% | -80.4% | -18.3% |
| 3Y | +25.8% | +62.3% | -36.5% | +2.4% |
| 5Y | +60.8% | +146.2% | -85.4% | +6.4% |
| 10Y | +358.4% | +549.5% | -191.1% | +86.6% |
| All | +358.4% | +540.4% | -182.0% | +86.6% |
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 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