+4,510.9%
NUE vs IBB
+577.3%
+3,933.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.6% |
| 7D | -6.2% | +0.8% | -7.0% | -6.7% |
| 30D | +2.5% | +5.2% | -2.7% | -0.8% |
| 3M | -6.4% | +8.6% | -15.0% | -11.7% |
| 6M | +13.3% | +27.8% | -14.5% | -3.8% |
| YTD | +58.5% | +28.8% | +29.7% | +33.4% |
| 1Y | +81.9% | +36.4% | +45.5% | +47.7% |
| 3Y | +75.3% | +89.3% | -14.1% | +15.1% |
| 5Y | +149.9% | +43.3% | +106.7% | +93.0% |
| 10Y | +436.0% | +130.6% | +305.3% | +195.2% |
| All | +4,510.9% | +577.3% | +3,933.7% | +913.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling