+575.6%
NUE vs EMB
+30.3%
+545.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -0.6% | -1.2% | +0.6% | +0.7% |
| 30D | -4.6% | -1.3% | -3.3% | -3.2% |
| 3M | -0.3% | -1.8% | +1.5% | +1.7% |
| 6M | +51.9% | +0.2% | +51.7% | +51.9% |
| YTD | +60.0% | +0.4% | +59.6% | +59.7% |
| 1Y | +82.9% | +2.8% | +80.1% | +78.0% |
| 3Y | +66.0% | +29.1% | +36.8% | +26.6% |
| 5Y | +149.0% | +6.3% | +142.7% | +134.7% |
| All | +575.6% | +30.3% | +545.3% | +451.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EMB 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling