+22.9%
NVDL vs NUE
+51.5%
-28.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.2% |
| 7D | -8.7% | -2.7% | -6.0% | -7.4% |
| 30D | -1.3% | -6.1% | +4.8% | +1.8% |
| 3M | +11.4% | +2.2% | +9.1% | +10.2% |
| 6M | +22.9% | +50.8% | -27.9% | -16.1% |
| All | +22.9% | +51.5% | -28.6% | -16.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling