+575.6%
NUE vs SPXS
-99.6%
+675.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +0.6% |
| 7D | -0.6% | +2.5% | -3.1% | +0.4% |
| 30D | -4.6% | +4.2% | -8.8% | -2.9% |
| 3M | -0.3% | -9.3% | +9.0% | -3.5% |
| 6M | +51.9% | -30.7% | +82.6% | +34.4% |
| YTD | +60.0% | -28.1% | +88.0% | +44.3% |
| 1Y | +82.9% | -35.1% | +118.0% | +60.0% |
| 3Y | +66.0% | -79.6% | +145.6% | +4.4% |
| 5Y | +149.0% | -86.3% | +235.2% | +61.4% |
| All | +575.6% | -99.6% | +675.2% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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