+14,317.4%
NUE vs GEN
+8,838.9%
+5,478.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.2% |
| 7D | +4.2% | -1.2% | +5.4% | +4.4% |
| 30D | -5.0% | +10.1% | -15.1% | -6.5% |
| 3M | -0.2% | +16.1% | -16.3% | -2.9% |
| 6M | +49.1% | +38.9% | +10.3% | +40.2% |
| YTD | +61.0% | +14.4% | +46.6% | +55.9% |
| 1Y | +82.5% | +5.9% | +76.7% | +78.9% |
| 3Y | +57.9% | +58.8% | -0.9% | +44.1% |
| 5Y | +146.6% | +24.7% | +121.9% | +132.2% |
| 10Y | +561.6% | +163.1% | +398.5% | +437.1% |
| All | +14,317.4% | +8,838.9% | +5,478.5% | +5,754.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling