+4,240.8%
NUE vs RMD
+35,656.8%
-31,416.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.2% |
| 7D | +1.8% | -4.5% | +6.2% | +2.7% |
| 30D | -6.0% | +4.6% | -10.6% | -6.9% |
| 3M | +1.4% | +14.8% | -13.3% | -1.6% |
| 6M | +52.8% | -12.1% | +64.9% | +55.8% |
| YTD | +58.1% | -7.5% | +65.6% | +59.4% |
| 1Y | +80.4% | -20.1% | +100.5% | +87.0% |
| 3Y | +62.3% | +53.9% | +8.4% | +45.4% |
| 5Y | +146.2% | -22.2% | +168.4% | +149.4% |
| 10Y | +549.5% | +268.2% | +281.3% | +384.9% |
| All | +4,240.8% | +35,656.8% | -31,416.0% | +2,093.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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