+4,304.7%
NUE vs BB
+266.8%
+4,037.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.1% |
| 7D | +1.8% | +0.5% | +1.3% | +1.7% |
| 30D | -6.0% | -12.4% | +6.4% | -4.4% |
| 3M | +1.4% | -15.3% | +16.7% | +2.6% |
| 6M | +52.8% | +128.8% | -75.9% | +33.6% |
| YTD | +58.1% | +107.7% | -49.5% | +39.9% |
| 1Y | +80.4% | +103.9% | -23.5% | +59.2% |
| 3Y | +62.3% | +72.6% | -10.3% | +40.6% |
| 5Y | +146.2% | -24.3% | +170.5% | +131.8% |
| 10Y | +549.5% | +3.1% | +546.4% | +414.3% |
| All | +4,304.7% | +266.8% | +4,037.9% | +3,115.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling