+146.2%
NUE vs GEN
+33.3%
+112.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -4.1% |
| 7D | +2.8% | +2.0% | +0.7% | +2.2% |
| 30D | -2.1% | +27.7% | -29.8% | -8.5% |
| 3M | -7.3% | +3.3% | -10.6% | -8.8% |
| 6M | +8.9% | +31.8% | -22.9% | -1.0% |
| YTD | +55.6% | +13.5% | +42.1% | +47.8% |
| 1Y | +74.7% | +16.0% | +58.6% | +64.5% |
| 3Y | +71.7% | +70.6% | +1.1% | +39.4% |
| All | +146.2% | +33.3% | +112.9% | +118.4% |
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 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