+584.3%
NUE vs USFD
+306.5%
+277.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.5% | +6.1% | +2.6% |
| 7D | -2.3% | -7.0% | +4.7% | +0.2% |
| 30D | -6.1% | -10.3% | +4.2% | -2.5% |
| 3M | +1.7% | +9.2% | -7.5% | -2.1% |
| 6M | +53.1% | +7.4% | +45.7% | +47.7% |
| YTD | +59.0% | +29.4% | +29.7% | +42.1% |
| 1Y | +85.3% | +24.8% | +60.5% | +67.4% |
| 3Y | +63.2% | +150.0% | -86.8% | +13.0% |
| 5Y | +146.8% | +195.5% | -48.7% | +58.7% |
| 10Y | +584.3% | +315.7% | +268.6% | +269.5% |
| All | +584.3% | +306.5% | +277.7% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 10y: compounded portfolio wealth divided by compounded USFD 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…
10y analysis · Full analysis span regression · 6 months rolling