+87.8%
NUE vs RGEN
+19.5%
+68.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -1.4% | -3.5% | +2.1% | -1.0% |
| 30D | +6.6% | -6.0% | +12.5% | +7.3% |
| 3M | -2.0% | +19.0% | -21.0% | -5.5% |
| 6M | +19.2% | +50.7% | -31.5% | +10.4% |
| YTD | +65.6% | +8.8% | +56.9% | +62.5% |
| 1Y | +87.8% | +21.3% | +66.6% | +78.5% |
| All | +87.8% | +19.5% | +68.3% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling