+82.5%
NUE vs IVZ
+56.4%
+26.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | +4.2% | +0.6% | +3.6% | +4.0% |
| 30D | -5.0% | +4.0% | -9.0% | -6.3% |
| 3M | -0.2% | +18.2% | -18.4% | -5.9% |
| 6M | +49.1% | +32.8% | +16.3% | +33.9% |
| YTD | +61.0% | +28.7% | +32.2% | +44.1% |
| 1Y | +82.5% | +55.4% | +27.2% | +56.9% |
| All | +82.5% | +56.4% | +26.1% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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