+575.6%
NUE vs AEE
+191.1%
+384.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -0.6% | -0.8% | +0.1% | -0.4% |
| 30D | -4.6% | -2.9% | -1.6% | -3.6% |
| 3M | -0.3% | -2.4% | +2.1% | +0.4% |
| 6M | +51.9% | -2.7% | +54.6% | +52.9% |
| YTD | +60.0% | +7.3% | +52.7% | +55.6% |
| 1Y | +82.9% | +7.5% | +75.3% | +77.3% |
| 3Y | +66.0% | +46.2% | +19.8% | +42.3% |
| 5Y | +149.0% | +39.7% | +109.2% | +116.1% |
| All | +575.6% | +191.1% | +384.5% | +448.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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