+2,222.5%
MKSI vs NUE
+4,491.9%
-2,269.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.4% |
| 7D | +2.7% | -0.6% | +3.3% | +3.0% |
| 30D | -12.8% | -4.6% | -8.2% | -11.0% |
| 3M | -22.5% | -0.3% | -22.2% | -23.2% |
| 6M | +19.4% | +51.9% | -32.5% | -1.9% |
| YTD | +67.7% | +60.0% | +7.7% | +34.4% |
| 1Y | +131.4% | +82.9% | +48.5% | +73.8% |
| 3Y | +197.3% | +66.0% | +131.4% | +131.1% |
| 5Y | +87.0% | +149.0% | -62.0% | +16.7% |
| 10Y | +522.1% | +588.3% | -66.2% | +140.2% |
| All | +2,222.5% | +4,491.9% | -2,269.4% | +379.1% |
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