+155.9%
NUE vs BIDU
-44.1%
+200.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | -0.6% | -8.1% | +7.5% | +0.7% |
| 30D | -4.6% | -12.8% | +8.3% | -2.6% |
| 3M | -0.3% | -21.3% | +21.0% | +3.0% |
| 6M | +51.9% | -27.0% | +78.9% | +58.2% |
| YTD | +60.0% | -30.0% | +90.0% | +67.2% |
| 1Y | +82.9% | -18.3% | +101.2% | +84.7% |
| 3Y | +66.0% | -33.8% | +99.8% | +69.5% |
| All | +155.9% | -44.1% | +200.0% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling