+575.6%
NUE vs GEN
+159.8%
+415.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | -0.6% | -1.3% | +0.6% | -0.3% |
| 30D | -4.6% | +6.1% | -10.7% | -6.1% |
| 3M | -0.3% | +27.0% | -27.3% | -6.8% |
| 6M | +51.9% | +43.9% | +8.0% | +36.1% |
| YTD | +60.0% | +13.0% | +47.0% | +52.7% |
| 1Y | +82.9% | +4.0% | +78.9% | +78.6% |
| 3Y | +66.0% | +66.2% | -0.2% | +40.9% |
| 5Y | +149.0% | +23.2% | +125.8% | +124.7% |
| All | +575.6% | +159.8% | +415.8% | +373.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling