+155.9%
NUE vs BN
+33.2%
+122.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.3% |
| 7D | -0.6% | -5.2% | +4.6% | +2.1% |
| 30D | -4.6% | -14.5% | +9.9% | +3.4% |
| 3M | -0.3% | -15.0% | +14.7% | +8.3% |
| 6M | +51.9% | -5.4% | +57.3% | +55.3% |
| YTD | +60.0% | -16.4% | +76.4% | +73.2% |
| 1Y | +82.9% | -16.2% | +99.1% | +97.1% |
| 3Y | +66.0% | +67.5% | -1.6% | +21.0% |
| All | +155.9% | +33.2% | +122.7% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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