+412.8%
NUE vs FND
+56.5%
+356.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | -0.6% | -5.8% | +5.1% | +0.9% |
| 30D | -4.6% | -20.2% | +15.7% | +1.1% |
| 3M | -0.3% | -12.0% | +11.6% | +2.1% |
| 6M | +51.9% | -18.5% | +70.4% | +57.4% |
| YTD | +60.0% | -22.3% | +82.2% | +67.0% |
| 1Y | +82.9% | -47.6% | +130.5% | +111.7% |
| 3Y | +66.0% | -49.8% | +115.7% | +86.7% |
| 5Y | +149.0% | -63.0% | +211.9% | +188.5% |
| All | +412.8% | +56.5% | +356.3% | +318.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling