+70.7%
NFLX vs NUE
+60.7%
+10.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | -8.1% | -2.3% | -5.8% | -7.9% |
| 30D | -0.3% | -6.1% | +5.7% | +0.1% |
| 3M | -6.6% | +1.7% | -8.3% | -6.9% |
| 6M | -22.7% | +53.1% | -75.8% | -26.3% |
| YTD | -18.9% | +59.0% | -78.0% | -23.2% |
| 1Y | -39.8% | +85.3% | -125.2% | -44.3% |
| All | +70.7% | +60.7% | +10.0% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling