+62.3%
NUE vs EXPD
+66.3%
-4.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +1.8% | -0.9% | +2.7% | +2.1% |
| 30D | -6.0% | +4.1% | -10.0% | -7.3% |
| 3M | +1.4% | +13.8% | -12.3% | -3.2% |
| 6M | +52.8% | +27.3% | +25.6% | +39.6% |
| YTD | +58.1% | +25.4% | +32.7% | +44.2% |
| 1Y | +80.4% | +54.4% | +26.0% | +50.1% |
| 3Y | +62.3% | +67.9% | -5.6% | +27.1% |
| All | +62.3% | +66.3% | -4.0% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling