+14,007.6%
NUE vs TROW
+14,151.0%
-143.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | -2.7% | -3.0% | +0.3% | -1.5% |
| 30D | -6.1% | -5.5% | -0.6% | -4.0% |
| 3M | +2.2% | +2.3% | 0.0% | +0.8% |
| 6M | +50.8% | +23.9% | +26.9% | +37.5% |
| YTD | +57.5% | +7.9% | +49.6% | +51.5% |
| 1Y | +82.5% | +6.1% | +76.3% | +76.4% |
| 3Y | +61.7% | +13.8% | +47.9% | +51.1% |
| 5Y | +145.1% | -38.2% | +183.3% | +185.8% |
| 10Y | +577.8% | +131.3% | +446.5% | +370.6% |
| All | +14,007.6% | +14,151.0% | -143.4% | +3,448.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling