+10,545.1%
LIN vs NUE
+8,259.2%
+2,285.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.8% |
| 7D | -2.1% | +4.2% | -6.3% | -3.5% |
| 30D | -2.4% | -5.0% | +2.6% | -0.9% |
| 3M | -5.6% | -0.2% | -5.4% | -6.2% |
| 6M | -3.4% | +49.1% | -52.5% | -16.8% |
| YTD | +13.1% | +61.0% | -47.9% | -5.5% |
| 1Y | +2.5% | +82.5% | -80.1% | -18.6% |
| 3Y | +27.6% | +57.9% | -30.3% | +2.4% |
| 5Y | +63.0% | +146.6% | -83.5% | +5.8% |
| 10Y | +359.3% | +561.6% | -202.3% | +94.2% |
| All | +10,545.1% | +8,259.2% | +2,285.9% | +1,569.2% |
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