+422.0%
NUE vs DAR
+311.7%
+110.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.9% |
| 7D | +2.8% | +11.6% | -8.8% | -1.7% |
| 30D | -2.1% | -10.2% | +8.2% | +1.9% |
| 3M | -7.3% | -14.8% | +7.5% | -1.9% |
| 6M | +8.9% | -10.1% | +18.9% | +11.8% |
| YTD | +55.6% | +55.5% | +0.1% | +26.5% |
| 1Y | +74.7% | +61.7% | +13.0% | +39.3% |
| 3Y | +71.7% | +37.2% | +34.5% | +37.5% |
| 5Y | +141.2% | -26.9% | +168.1% | +147.6% |
| All | +422.0% | +311.7% | +110.3% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling