+82.5%
NUE vs ROIV
+177.7%
-95.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | +4.2% | +0.6% | +3.6% | +4.1% |
| 30D | -5.0% | +1.0% | -5.9% | -5.1% |
| 3M | -0.2% | +18.3% | -18.5% | -2.7% |
| 6M | +49.1% | +18.3% | +30.8% | +44.8% |
| YTD | +61.0% | +61.0% | 0.0% | +49.3% |
| 1Y | +82.5% | +177.9% | -95.3% | +54.2% |
| All | +82.5% | +177.7% | -95.1% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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