+4,582.5%
NUE vs IBB
+560.8%
+4,021.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | +4.2% | +1.4% | +2.8% | +3.3% |
| 30D | -5.0% | +10.5% | -15.5% | -11.1% |
| 3M | -0.2% | +23.6% | -23.9% | -13.1% |
| 6M | +49.1% | +22.6% | +26.5% | +30.1% |
| YTD | +61.0% | +25.7% | +35.3% | +37.9% |
| 1Y | +82.5% | +51.4% | +31.2% | +39.1% |
| 3Y | +57.9% | +64.4% | -6.5% | +13.5% |
| 5Y | +146.6% | +22.1% | +124.4% | +110.5% |
| 10Y | +561.6% | +132.5% | +429.1% | +263.1% |
| All | +4,582.5% | +560.8% | +4,021.7% | +948.0% |
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