+14,317.4%
NUE vs TXT
+2,070.1%
+12,247.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | +4.2% | -4.8% | +9.0% | +6.4% |
| 30D | -5.0% | -10.6% | +5.6% | -0.3% |
| 3M | -0.2% | -13.2% | +13.0% | +5.6% |
| 6M | +49.1% | -20.3% | +69.5% | +63.5% |
| YTD | +61.0% | -9.3% | +70.3% | +66.1% |
| 1Y | +82.5% | -2.7% | +85.2% | +82.4% |
| 3Y | +57.9% | +1.4% | +56.5% | +54.4% |
| 5Y | +146.6% | +9.6% | +137.0% | +132.6% |
| 10Y | +561.6% | +94.9% | +466.7% | +370.4% |
| All | +14,317.4% | +2,070.1% | +12,247.3% | +3,160.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling