+575.6%
NUE vs BB
+1.6%
+574.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +1.3% |
| 7D | -0.6% | -0.4% | -0.2% | -0.6% |
| 30D | -4.6% | -12.5% | +8.0% | -2.8% |
| 3M | -0.3% | -17.4% | +17.1% | +1.2% |
| 6M | +51.9% | +119.1% | -67.3% | +31.2% |
| YTD | +60.0% | +102.4% | -42.4% | +39.7% |
| 1Y | +82.9% | +98.2% | -15.3% | +59.2% |
| 3Y | +66.0% | +46.9% | +19.0% | +45.0% |
| 5Y | +149.0% | -26.4% | +175.3% | +132.5% |
| All | +575.6% | +1.6% | +574.0% | +350.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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