+146.2%
NUE vs IBB
+20.0%
+126.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -0.5% |
| 7D | +1.8% | -1.7% | +3.4% | +2.8% |
| 30D | -6.0% | +4.9% | -10.8% | -9.1% |
| 3M | +1.4% | +24.2% | -22.8% | -12.3% |
| 6M | +52.8% | +23.8% | +29.0% | +31.9% |
| YTD | +58.1% | +23.0% | +35.2% | +36.7% |
| 1Y | +80.4% | +46.2% | +34.3% | +38.8% |
| 3Y | +62.3% | +64.8% | -2.5% | +13.9% |
| 5Y | +146.2% | +20.9% | +125.3% | +91.6% |
| All | +146.2% | +20.0% | +126.2% | +91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling