+108.3%
META vs NUE
+63.2%
+45.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +6.7% | +4.2% | +2.5% | +5.6% |
| 30D | +4.8% | -5.0% | +9.7% | +6.0% |
| 3M | -1.6% | -0.2% | -1.4% | -1.9% |
| 6M | -7.5% | +49.1% | -56.6% | -17.7% |
| YTD | -6.4% | +61.0% | -67.4% | -18.6% |
| 1Y | -17.3% | +82.5% | -99.9% | -30.7% |
| All | +108.3% | +63.2% | +45.1% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling