+18.8%
NVDL vs NUE
+85.4%
-66.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.9% |
| 7D | -10.3% | -0.6% | -9.7% | -10.0% |
| 30D | -7.1% | -4.6% | -2.6% | -5.1% |
| 3M | +6.6% | -0.3% | +6.9% | +7.0% |
| 6M | +21.1% | +51.9% | -30.8% | -3.7% |
| YTD | +15.2% | +60.0% | -44.8% | -9.4% |
| 1Y | +18.8% | +82.9% | -64.1% | -12.8% |
| All | +18.8% | +85.4% | -66.6% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling