+66.6%
NUE vs NXT
+173.5%
-106.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.3% |
| 7D | -0.6% | -1.9% | +1.3% | -0.4% |
| 30D | -4.6% | -20.0% | +15.5% | -2.2% |
| 3M | -0.3% | -30.7% | +30.4% | +3.2% |
| 6M | +51.9% | -29.0% | +80.9% | +55.6% |
| YTD | +60.0% | -4.8% | +64.8% | +58.0% |
| 1Y | +82.9% | +22.8% | +60.1% | +74.5% |
| 3Y | +66.0% | +93.9% | -28.0% | +43.9% |
| All | +66.6% | +173.5% | -106.8% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling