+335.7%
NSC vs NUE
+559.5%
-223.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | -2.0% | -2.3% | +0.2% | -1.2% |
| 30D | -3.2% | -6.1% | +2.9% | -1.1% |
| 3M | +3.9% | +1.7% | +2.3% | +2.4% |
| 6M | +7.8% | +53.1% | -45.3% | -10.4% |
| YTD | +13.4% | +59.0% | -45.6% | -7.4% |
| 1Y | +20.3% | +85.3% | -65.0% | -8.4% |
| 3Y | +76.1% | +63.2% | +12.8% | +36.1% |
| 5Y | +45.0% | +146.8% | -101.8% | -13.9% |
| 10Y | +335.7% | +584.3% | -248.6% | +36.1% |
| All | +335.7% | +559.5% | -223.8% | +36.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling