+14,142.9%
NUE vs PNC
+4,015.6%
+10,127.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -2.3% | -0.7% | -1.6% | -2.0% |
| 30D | -6.1% | -4.4% | -1.7% | -4.2% |
| 3M | +1.7% | +4.5% | -2.8% | -0.2% |
| 6M | +53.1% | +19.1% | +34.0% | +41.9% |
| YTD | +59.0% | +18.0% | +41.0% | +47.7% |
| 1Y | +85.3% | +24.1% | +61.3% | +68.2% |
| 3Y | +63.2% | +130.0% | -66.8% | +13.4% |
| 5Y | +146.8% | +50.4% | +96.4% | +103.5% |
| 10Y | +584.3% | +271.3% | +313.0% | +293.7% |
| All | +14,142.9% | +4,015.6% | +10,127.3% | +3,357.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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