+2,936.5%
NUE vs TRI
+499.2%
+2,437.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.2% |
| 7D | -2.7% | -14.4% | +11.7% | +5.7% |
| 30D | -6.1% | -8.1% | +2.0% | -2.7% |
| 3M | +2.2% | +17.5% | -15.3% | -10.0% |
| 6M | +50.8% | -5.0% | +55.7% | +46.0% |
| YTD | +57.5% | -24.7% | +82.2% | +69.7% |
| 1Y | +82.5% | -41.5% | +124.0% | +130.1% |
| 3Y | +61.7% | -20.3% | +82.0% | +58.6% |
| 5Y | +145.1% | -10.9% | +156.1% | +120.4% |
| 10Y | +577.8% | +190.6% | +387.2% | +154.7% |
| All | +2,936.5% | +499.2% | +2,437.3% | +453.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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