+3,366.0%
NUE vs MCO
+7,404.7%
-4,038.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | -0.1% | +0.9% |
| 7D | -0.6% | -3.8% | +3.1% | +1.0% |
| 30D | -4.6% | -0.4% | -4.2% | -4.6% |
| 3M | -0.3% | +7.7% | -8.0% | -4.2% |
| 6M | +51.9% | +7.0% | +44.9% | +45.9% |
| YTD | +60.0% | -6.4% | +66.4% | +61.0% |
| 1Y | +82.9% | -7.6% | +90.5% | +84.8% |
| 3Y | +66.0% | +43.2% | +22.7% | +37.2% |
| 5Y | +149.0% | +29.6% | +119.4% | +112.7% |
| 10Y | +588.3% | +389.2% | +199.1% | +226.8% |
| All | +3,366.0% | +7,404.7% | -4,038.7% | +539.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded MCO 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling