+82.5%
NUE vs TXT
-1.0%
+83.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | +4.2% | -4.8% | +9.0% | +5.8% |
| 30D | -5.0% | -10.6% | +5.6% | -1.6% |
| 3M | -0.2% | -13.2% | +13.0% | +3.4% |
| 6M | +49.1% | -20.3% | +69.5% | +58.7% |
| YTD | +61.0% | -9.3% | +70.3% | +63.1% |
| 1Y | +82.5% | -2.7% | +85.2% | +79.3% |
| All | +82.5% | -1.0% | +83.5% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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