-24.6%
NU vs STLD
+56.0%
-80.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.8% | -6.0% | -3.2% |
| 7D | +4.0% | -4.7% | +8.7% | +5.2% |
| 30D | -25.1% | -0.9% | -24.1% | -25.0% |
| 3M | -12.8% | -11.9% | -1.0% | -11.1% |
| 6M | -12.5% | +0.9% | -13.4% | -14.2% |
| YTD | -27.8% | +40.4% | -68.3% | -37.4% |
| 1Y | -24.6% | +56.6% | -81.2% | -39.7% |
| All | -24.6% | +56.0% | -80.6% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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