+63.3%
LIN vs NUE
+123.1%
-59.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | +0.2% | -10.6% | +10.7% | +2.5% |
| 30D | +6.5% | -0.6% | +7.1% | +6.4% |
| 3M | +5.5% | -9.7% | +15.2% | +7.4% |
| 6M | +3.3% | +5.1% | -1.8% | +1.3% |
| YTD | +22.0% | +51.4% | -29.4% | +9.6% |
| 1Y | +25.7% | +71.3% | -45.6% | +9.6% |
| 3Y | +36.2% | +66.8% | -30.6% | +15.5% |
| All | +63.3% | +123.1% | -59.8% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling