+87.8%
NUE vs IBB
+42.2%
+45.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -2.8% |
| 7D | -1.4% | +2.2% | -3.6% | -2.1% |
| 30D | +6.6% | +6.3% | +0.2% | +4.5% |
| 3M | -2.0% | +16.3% | -18.3% | -7.3% |
| 6M | +19.2% | +30.0% | -10.8% | +6.8% |
| YTD | +65.6% | +31.1% | +34.5% | +45.8% |
| 1Y | +87.8% | +42.0% | +45.9% | +58.6% |
| All | +87.8% | +42.2% | +45.6% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling