+77.8%
NUE vs BUD
+47.9%
+29.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | +6.1% | -1.6% | +7.7% | +6.4% |
| 30D | +2.7% | +6.7% | -3.9% | +1.5% |
| 3M | -3.8% | +5.9% | -9.7% | -5.0% |
| 6M | +14.0% | +5.1% | +8.9% | +12.7% |
| YTD | +61.2% | +32.9% | +28.3% | +53.5% |
| 1Y | +77.8% | +31.8% | +46.0% | +69.3% |
| All | +77.8% | +47.9% | +29.9% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling