+549.5%
NUE vs EXPD
+308.0%
+241.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.9% |
| 7D | +1.8% | -0.9% | +2.7% | +2.3% |
| 30D | -6.0% | +4.1% | -10.0% | -8.1% |
| 3M | +1.4% | +13.8% | -12.3% | -6.0% |
| 6M | +52.8% | +27.3% | +25.6% | +31.9% |
| YTD | +58.1% | +25.4% | +32.7% | +35.9% |
| 1Y | +80.4% | +54.4% | +26.0% | +35.3% |
| 3Y | +62.3% | +67.9% | -5.6% | +12.6% |
| 5Y | +146.2% | +59.2% | +87.0% | +72.7% |
| 10Y | +549.5% | +308.6% | +241.0% | +155.6% |
| All | +549.5% | +308.0% | +241.5% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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