+14,059.5%
NUE vs BTI
+6,031.1%
+8,028.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +1.8% | -1.4% | +3.2% | +2.2% |
| 30D | -6.0% | -7.0% | +1.1% | -4.1% |
| 3M | +1.4% | -6.3% | +7.8% | +3.0% |
| 6M | +52.8% | -2.0% | +54.8% | +52.7% |
| YTD | +58.1% | +0.2% | +57.9% | +56.9% |
| 1Y | +80.4% | +3.8% | +76.6% | +77.0% |
| 3Y | +62.3% | +112.1% | -49.8% | +28.1% |
| 5Y | +146.2% | +113.6% | +32.6% | +93.6% |
| 10Y | +549.5% | +69.6% | +479.9% | +430.0% |
| All | +14,059.5% | +6,031.1% | +8,028.4% | +6,063.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 all: compounded portfolio wealth divided by compounded BTI 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…
all analysis · Full analysis span regression · 6 months rolling