+131,319.0%
MSFT vs NUE
+14,439.6%
+116,879.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -1.0% | -2.3% | +1.3% | -0.4% |
| 30D | -2.7% | -6.1% | +3.4% | -1.2% |
| 3M | +22.1% | +1.7% | +20.4% | +20.8% |
| 6M | +20.6% | +53.1% | -32.5% | +6.5% |
| YTD | +2.3% | +59.0% | -56.7% | -11.0% |
| 1Y | -0.5% | +85.3% | -85.9% | -17.4% |
| 3Y | +50.5% | +63.2% | -12.7% | +25.4% |
| 5Y | +72.3% | +146.8% | -74.4% | +23.0% |
| 10Y | +885.0% | +584.3% | +300.7% | +396.1% |
| All | +131,319.0% | +14,439.6% | +116,879.4% | +22,853.3% |
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 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