+66.0%
NUE vs NVD
-99.1%
+165.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -0.6% | +10.8% | -11.5% | +0.3% |
| 30D | -4.6% | +0.8% | -5.3% | -4.2% |
| 3M | -0.3% | -20.8% | +20.5% | -1.7% |
| 6M | +51.9% | -41.2% | +93.0% | +47.0% |
| YTD | +60.0% | -44.2% | +104.2% | +54.8% |
| 1Y | +82.9% | -54.2% | +137.1% | +75.2% |
| 3Y | +66.0% | -99.1% | +165.1% | +26.5% |
| All | +66.0% | -99.1% | +165.1% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling