-3.3%
LVS vs NUE
+599.8%
-603.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | -0.1% |
| 7D | -3.5% | -0.6% | -2.8% | -3.2% |
| 30D | -6.2% | -4.6% | -1.7% | -4.7% |
| 3M | -14.8% | -0.3% | -14.5% | -15.6% |
| 6M | -20.9% | +51.9% | -72.7% | -34.4% |
| YTD | -33.0% | +60.0% | -93.0% | -45.9% |
| 1Y | -20.0% | +82.9% | -102.9% | -39.4% |
| 3Y | -6.9% | +66.0% | -72.9% | -29.4% |
| 5Y | +9.1% | +149.0% | -139.9% | -35.5% |
| All | -3.3% | +599.8% | -603.1% | -67.0% |
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