+575.6%
NUE vs QID
-99.2%
+674.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +0.9% |
| 7D | -0.6% | +1.3% | -1.9% | -0.1% |
| 30D | -4.6% | +2.9% | -7.5% | -3.4% |
| 3M | -0.3% | -0.7% | +0.4% | +0.1% |
| 6M | +51.9% | -29.7% | +81.6% | +35.8% |
| YTD | +60.0% | -27.9% | +87.9% | +44.8% |
| 1Y | +82.9% | -34.6% | +117.5% | +60.9% |
| 3Y | +66.0% | -73.5% | +139.5% | +13.6% |
| 5Y | +149.0% | -81.0% | +230.0% | +72.0% |
| All | +575.6% | -99.2% | +674.8% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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