+65.0%
NUE vs GEN
+57.6%
+7.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.3% | -2.9% | +0.6% | -1.6% |
| 30D | -6.1% | +2.1% | -8.1% | -6.6% |
| 3M | +1.7% | +19.7% | -18.0% | -2.9% |
| 6M | +53.1% | +33.3% | +19.8% | +41.5% |
| YTD | +59.0% | +11.1% | +47.9% | +55.7% |
| 1Y | +85.3% | +3.0% | +82.3% | +86.4% |
| All | +65.0% | +57.6% | +7.4% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling