+87.8%
NUE vs FND
-10.3%
+98.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +10.9% | -13.0% | -3.5% |
| 7D | -1.4% | +12.3% | -13.8% | -3.1% |
| 30D | +6.6% | +14.7% | -8.2% | +4.4% |
| 3M | -2.0% | -12.0% | +10.0% | +0.1% |
| 6M | +19.2% | +10.8% | +8.5% | +16.1% |
| YTD | +65.6% | -12.3% | +77.9% | +65.8% |
| 1Y | +87.8% | -13.4% | +101.2% | +89.2% |
| All | +87.8% | -10.3% | +98.1% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling