+2,812.9%
MMM vs NUE
+14,617.8%
-11,804.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.3% |
| 7D | -3.3% | +4.2% | -7.5% | -4.5% |
| 30D | -7.0% | -5.0% | -2.0% | -5.9% |
| 3M | +10.8% | -0.2% | +11.0% | +10.5% |
| 6M | +5.8% | +49.1% | -43.4% | -5.8% |
| YTD | +6.8% | +61.0% | -54.2% | -7.0% |
| 1Y | +10.4% | +82.5% | -72.2% | -7.4% |
| 3Y | +104.7% | +57.9% | +46.8% | +74.9% |
| 5Y | +23.6% | +146.6% | -123.0% | -10.0% |
| 10Y | +54.1% | +561.6% | -507.5% | -18.0% |
| All | +2,812.9% | +14,617.8% | -11,804.9% | +500.5% |
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 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