+146.8%
NUE vs GEN
+20.0%
+126.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.3% | -2.9% | +0.6% | -1.5% |
| 30D | -6.1% | +2.1% | -8.1% | -6.8% |
| 3M | +1.7% | +19.7% | -18.0% | -4.2% |
| 6M | +53.1% | +33.3% | +19.8% | +38.1% |
| YTD | +59.0% | +11.1% | +47.9% | +52.5% |
| 1Y | +85.3% | +3.0% | +82.3% | +82.7% |
| 3Y | +63.2% | +57.9% | +5.4% | +35.4% |
| 5Y | +146.8% | +20.6% | +126.2% | +133.9% |
| All | +146.8% | +20.0% | +126.8% | +133.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling