+155.9%
NUE vs BTG
+78.0%
+77.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -0.6% | -3.8% | +3.1% | 0.0% |
| 30D | -4.6% | +3.6% | -8.2% | -5.3% |
| 3M | -0.3% | +32.0% | -32.3% | -5.6% |
| 6M | +51.9% | +3.4% | +48.5% | +49.0% |
| YTD | +60.0% | +20.8% | +39.2% | +51.0% |
| 1Y | +82.9% | +22.4% | +60.5% | +69.9% |
| 3Y | +66.0% | +91.7% | -25.7% | +34.1% |
| All | +155.9% | +78.0% | +77.9% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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