+889.8%
NVDA vs NUE
+146.6%
+743.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.7% |
| 7D | -5.1% | -0.6% | -4.5% | -4.9% |
| 30D | -2.5% | -4.6% | +2.1% | -0.7% |
| 3M | +6.7% | -0.3% | +7.0% | +6.1% |
| 6M | +17.6% | +51.9% | -34.3% | -3.3% |
| YTD | +17.3% | +60.0% | -42.7% | -6.0% |
| 1Y | +23.5% | +82.9% | -59.4% | -7.4% |
| 3Y | +384.6% | +66.0% | +318.6% | +259.7% |
| All | +889.8% | +146.6% | +743.2% | +491.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 5y: compounded portfolio wealth divided by compounded NUE 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…
5y analysis · Full analysis span regression · 6 months rolling