+375.1%
META vs NUE
+540.4%
-165.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | +6.0% | +1.8% | +4.3% | +5.5% |
| 30D | +3.6% | -6.0% | +9.6% | +5.4% |
| 3M | +4.9% | +1.4% | +3.5% | +3.7% |
| 6M | -4.7% | +52.8% | -57.5% | -17.3% |
| YTD | -6.9% | +58.1% | -65.0% | -20.3% |
| 1Y | -18.2% | +80.4% | -98.6% | -33.0% |
| 3Y | +107.8% | +62.3% | +45.5% | +69.4% |
| 5Y | +63.9% | +146.2% | -82.3% | +13.9% |
| 10Y | +375.1% | +549.5% | -174.4% | +125.2% |
| All | +375.1% | +540.4% | -165.3% | +125.2% |
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 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