+14,059.5%
NUE vs BEN
+4,901.8%
+9,157.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +1.8% | +4.7% | -2.9% | -0.5% |
| 30D | -6.0% | +2.6% | -8.6% | -7.2% |
| 3M | +1.4% | +11.5% | -10.1% | -4.1% |
| 6M | +52.8% | +35.3% | +17.5% | +31.5% |
| YTD | +58.1% | +48.6% | +9.5% | +29.7% |
| 1Y | +80.4% | +46.7% | +33.7% | +48.5% |
| 3Y | +62.3% | +57.0% | +5.3% | +25.4% |
| 5Y | +146.2% | +41.8% | +104.4% | +95.0% |
| 10Y | +549.5% | +55.2% | +494.3% | +373.1% |
| All | +14,059.5% | +4,901.8% | +9,157.7% | +3,024.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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