+575.6%
NUE vs IBB
+125.5%
+450.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.5% |
| 7D | -0.6% | -4.2% | +3.6% | +2.0% |
| 30D | -4.6% | +1.1% | -5.7% | -5.7% |
| 3M | -0.3% | +19.0% | -19.4% | -11.2% |
| 6M | +51.9% | +18.9% | +33.0% | +35.1% |
| YTD | +60.0% | +20.3% | +39.6% | +40.7% |
| 1Y | +82.9% | +41.5% | +41.4% | +45.1% |
| 3Y | +66.0% | +60.3% | +5.7% | +20.7% |
| 5Y | +149.0% | +18.7% | +130.2% | +114.1% |
| All | +575.6% | +125.5% | +450.1% | +260.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling