+14,317.4%
NUE vs D
+2,347.4%
+11,970.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | +4.2% | +1.5% | +2.8% | +3.5% |
| 30D | -5.0% | -2.6% | -2.4% | -3.8% |
| 3M | -0.2% | 0.0% | -0.2% | -0.3% |
| 6M | +49.1% | +7.4% | +41.8% | +43.2% |
| YTD | +61.0% | +15.9% | +45.1% | +48.8% |
| 1Y | +82.5% | +18.1% | +64.4% | +66.3% |
| 3Y | +57.9% | +58.4% | -0.5% | +20.3% |
| 5Y | +146.6% | +5.2% | +141.4% | +126.3% |
| 10Y | +561.6% | +35.9% | +525.7% | +396.4% |
| All | +14,317.4% | +2,347.4% | +11,970.0% | +2,595.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling