+87.8%
NUE vs TROW
+17.3%
+70.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.0% | -8.0% | -3.3% |
| 7D | -1.4% | +8.2% | -9.7% | -3.1% |
| 30D | +6.6% | +8.3% | -1.8% | +4.7% |
| 3M | -2.0% | -1.6% | -0.4% | -1.0% |
| 6M | +19.2% | +11.9% | +7.3% | +14.9% |
| YTD | +65.6% | +14.3% | +51.3% | +54.8% |
| 1Y | +87.8% | +17.0% | +70.8% | +73.5% |
| All | +87.8% | +17.3% | +70.6% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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