+68.5%
LIN vs NUE
+143.0%
-74.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.1% | +1.4% |
| 7D | +2.1% | +2.8% | -0.7% | +1.5% |
| 30D | +6.8% | -2.1% | +8.9% | +7.0% |
| 3M | +10.4% | -7.3% | +17.7% | +11.7% |
| 6M | +3.2% | +8.9% | -5.7% | +0.4% |
| YTD | +24.6% | +55.6% | -31.0% | +11.2% |
| 1Y | +24.4% | +74.7% | -50.3% | +8.0% |
| 3Y | +36.7% | +71.7% | -34.9% | +15.1% |
| All | +68.5% | +143.0% | -74.5% | +25.7% |
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