+14,142.9%
NUE vs MKC
+3,336.7%
+10,806.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -2.3% | -4.3% | +2.0% | -1.0% |
| 30D | -6.1% | -3.1% | -3.0% | -5.3% |
| 3M | +1.7% | +6.8% | -5.2% | -1.0% |
| 6M | +53.1% | -18.3% | +71.4% | +61.1% |
| YTD | +59.0% | -23.1% | +82.1% | +69.9% |
| 1Y | +85.3% | -23.7% | +109.0% | +97.7% |
| 3Y | +63.2% | -31.0% | +94.2% | +76.8% |
| 5Y | +146.8% | -33.5% | +180.3% | +167.7% |
| 10Y | +584.3% | +30.3% | +554.0% | +479.2% |
| All | +14,142.9% | +3,336.7% | +10,806.2% | +5,536.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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