+2,261.2%
NDAQ vs NUE
+2,932.1%
-670.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | -1.6% | -2.3% | +0.7% | -0.7% |
| 30D | -1.5% | -6.1% | +4.6% | +0.6% |
| 3M | +8.0% | +1.7% | +6.4% | +6.5% |
| 6M | +7.7% | +53.1% | -45.3% | -9.3% |
| YTD | -2.3% | +59.0% | -61.4% | -19.3% |
| 1Y | +0.6% | +85.3% | -84.8% | -21.9% |
| 3Y | +90.9% | +63.2% | +27.7% | +48.8% |
| 5Y | +52.5% | +146.8% | -94.3% | -5.8% |
| 10Y | +380.3% | +584.3% | -204.0% | +71.8% |
| All | +2,261.2% | +2,932.1% | -670.9% | +591.7% |
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