+4,124.8%
NUE vs AEE
+822.6%
+3,302.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -2.3% |
| 7D | +1.8% | +1.3% | +0.5% | +1.1% |
| 30D | -6.0% | -1.2% | -4.7% | -5.4% |
| 3M | +1.4% | +1.0% | +0.4% | +0.7% |
| 6M | +52.8% | -2.3% | +55.1% | +53.9% |
| YTD | +58.1% | +9.1% | +49.0% | +49.9% |
| 1Y | +80.4% | +10.6% | +69.9% | +69.2% |
| 3Y | +62.3% | +48.5% | +13.8% | +26.7% |
| 5Y | +146.2% | +39.9% | +106.3% | +96.1% |
| 10Y | +549.5% | +185.7% | +363.8% | +215.5% |
| All | +4,124.8% | +822.6% | +3,302.1% | +897.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling