+0.8%
META vs NUE
+86.4%
-85.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +1.7% |
| 7D | +2.9% | -1.4% | +4.3% | +3.0% |
| 30D | -15.1% | +6.6% | -21.6% | -15.7% |
| 3M | +7.2% | -2.0% | +9.2% | +7.5% |
| 6M | +3.4% | +19.2% | -15.8% | +0.6% |
| YTD | -4.3% | +65.6% | -69.9% | -13.0% |
| 1Y | +0.8% | +87.8% | -87.1% | -7.3% |
| All | +0.8% | +86.4% | -85.6% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling