+575.6%
NUE vs BLDR
+383.3%
+192.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.8% |
| 7D | -0.6% | -8.2% | +7.6% | +2.1% |
| 30D | -4.6% | -16.6% | +12.1% | +0.7% |
| 3M | -0.3% | -23.2% | +22.8% | +6.8% |
| 6M | +51.9% | -33.7% | +85.6% | +69.2% |
| YTD | +60.0% | -41.3% | +101.3% | +83.9% |
| 1Y | +82.9% | -58.8% | +141.7% | +135.1% |
| 3Y | +66.0% | -57.5% | +123.4% | +99.0% |
| 5Y | +149.0% | +12.9% | +136.0% | +102.5% |
| All | +575.6% | +383.3% | +192.3% | +216.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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