+4,498.9%
NUE vs PFG
+999.6%
+3,499.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.2% |
| 7D | +1.8% | +6.0% | -4.2% | -1.0% |
| 30D | -6.0% | +2.2% | -8.2% | -7.0% |
| 3M | +1.4% | +10.4% | -8.9% | -3.3% |
| 6M | +52.8% | +27.8% | +25.1% | +36.4% |
| YTD | +58.1% | +33.6% | +24.5% | +38.0% |
| 1Y | +80.4% | +49.3% | +31.1% | +49.6% |
| 3Y | +62.3% | +69.7% | -7.5% | +26.9% |
| 5Y | +146.2% | +111.3% | +34.8% | +74.9% |
| 10Y | +549.5% | +240.3% | +309.2% | +268.5% |
| All | +4,498.9% | +999.6% | +3,499.3% | +1,283.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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