+136.0%
NVO vs NUE
+599.8%
-463.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.3% |
| 7D | -7.6% | -0.6% | -6.9% | -7.5% |
| 30D | -6.0% | -4.6% | -1.4% | -5.4% |
| 3M | -0.8% | -0.3% | -0.5% | -1.0% |
| 6M | +16.5% | +51.9% | -35.4% | +9.4% |
| YTD | -11.1% | +60.0% | -71.1% | -17.2% |
| 1Y | -16.7% | +82.9% | -99.6% | -24.0% |
| 3Y | -52.9% | +66.0% | -118.9% | -57.2% |
| 5Y | -3.0% | +149.0% | -151.9% | -18.8% |
| All | +136.0% | +599.8% | -463.8% | +66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling