+7,273.1%
NEE vs NUE
+14,354.5%
-7,081.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | +1.1% | +1.8% | -0.7% | +0.8% |
| 30D | -0.2% | -6.0% | +5.7% | +0.6% |
| 3M | +0.5% | +1.4% | -0.9% | +0.1% |
| 6M | -6.5% | +52.8% | -59.4% | -12.7% |
| YTD | +6.7% | +58.1% | -51.4% | -1.0% |
| 1Y | +23.6% | +80.4% | -56.8% | +12.1% |
| 3Y | +37.1% | +62.3% | -25.1% | +24.1% |
| 5Y | +10.9% | +146.2% | -135.3% | -8.3% |
| 10Y | +245.4% | +549.5% | -304.1% | +132.5% |
| All | +7,273.1% | +14,354.5% | -7,081.4% | +3,012.1% |
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