+575.6%
NUE vs BRKR
+155.3%
+420.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -0.6% | -8.7% | +8.0% | +1.9% |
| 30D | -4.6% | -9.9% | +5.3% | -1.9% |
| 3M | -0.3% | -3.1% | +2.8% | -2.0% |
| 6M | +51.9% | +45.5% | +6.4% | +28.7% |
| YTD | +60.0% | +13.7% | +46.3% | +45.7% |
| 1Y | +82.9% | +67.4% | +15.5% | +44.2% |
| 3Y | +66.0% | -13.2% | +79.2% | +53.1% |
| 5Y | +149.0% | -39.5% | +188.4% | +157.6% |
| All | +575.6% | +155.3% | +420.3% | +309.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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