+81.9%
NUE vs ROIV
+104.3%
-22.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +2.8% |
| 7D | -6.2% | +14.3% | -20.5% | -7.3% |
| 30D | +2.5% | +16.2% | -13.8% | +1.1% |
| 3M | -6.4% | +15.1% | -21.5% | -7.6% |
| 6M | +13.3% | +44.2% | -30.9% | +7.5% |
| YTD | +58.5% | +89.8% | -31.3% | +43.1% |
| 1Y | +81.9% | +94.6% | -12.7% | +64.5% |
| All | +81.9% | +104.3% | -22.4% | +64.5% |
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