+155.9%
NUE vs BRKR
-39.7%
+195.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -0.6% | -8.7% | +8.0% | +1.2% |
| 30D | -4.6% | -9.9% | +5.3% | -2.6% |
| 3M | -0.3% | -3.1% | +2.8% | -1.7% |
| 6M | +51.9% | +45.5% | +6.4% | +33.6% |
| YTD | +60.0% | +13.7% | +46.3% | +48.8% |
| 1Y | +82.9% | +67.4% | +15.5% | +52.0% |
| 3Y | +66.0% | -13.2% | +79.2% | +54.0% |
| All | +155.9% | -39.7% | +195.6% | +127.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling