+14.5%
NET vs NUE
+86.4%
-72.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -2.5% |
| 7D | -16.4% | -1.4% | -14.9% | -16.3% |
| 30D | -25.8% | +6.6% | -32.4% | -26.1% |
| 3M | -11.5% | -2.0% | -9.5% | -11.5% |
| 6M | +18.9% | +19.2% | -0.3% | +20.1% |
| YTD | +35.2% | +65.6% | -30.4% | +38.6% |
| 1Y | +14.5% | +87.8% | -73.4% | +18.2% |
| All | +14.5% | +86.4% | -72.0% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling