+417.3%
LIN vs NUE
+468.0%
-50.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.8% | +0.5% |
| 7D | +0.1% | -10.2% | +10.3% | +3.3% |
| 30D | +7.6% | -0.4% | +8.0% | +7.4% |
| 3M | +6.5% | -8.4% | +14.9% | +8.7% |
| 6M | +6.2% | +10.1% | -3.9% | +1.9% |
| YTD | +23.2% | +54.1% | -30.8% | +5.7% |
| 1Y | +25.4% | +74.7% | -49.3% | +3.2% |
| 3Y | +38.3% | +72.0% | -33.7% | +9.6% |
| 5Y | +64.4% | +136.4% | -72.0% | +9.7% |
| 10Y | +417.3% | +434.6% | -17.3% | +116.9% |
| All | +417.3% | +468.0% | -50.7% | +116.9% |
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