+87.8%
NUE vs GEN
+20.2%
+67.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.0% | -6.0% | -2.1% |
| 7D | -1.4% | +26.9% | -28.3% | -1.7% |
| 30D | +6.6% | +38.6% | -32.1% | +6.1% |
| 3M | -2.0% | +9.7% | -11.8% | -2.0% |
| 6M | +19.2% | +58.9% | -39.7% | +18.9% |
| YTD | +65.6% | +15.3% | +50.3% | +65.7% |
| 1Y | +87.8% | +21.8% | +66.1% | +86.4% |
| All | +87.8% | +20.2% | +67.7% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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