+146.8%
NUE vs BUD
+44.7%
+102.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.3% |
| 7D | -2.3% | -1.3% | -1.0% | -1.9% |
| 30D | -6.1% | -6.1% | +0.1% | -4.2% |
| 3M | +1.7% | -3.8% | +5.4% | +2.7% |
| 6M | +53.1% | +8.2% | +44.9% | +48.3% |
| YTD | +59.0% | +23.6% | +35.5% | +47.0% |
| 1Y | +85.3% | +33.4% | +51.9% | +66.6% |
| 3Y | +63.2% | +45.3% | +17.9% | +37.3% |
| 5Y | +146.8% | +44.3% | +102.5% | +100.6% |
| All | +146.8% | +44.7% | +102.1% | +100.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling