+3.6%
NVT vs NUE
+86.4%
-82.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -2.1% | -10.7% | -11.8% |
| 7D | -19.5% | -1.4% | -18.1% | -18.9% |
| 30D | -32.4% | +6.6% | -39.0% | -34.0% |
| 3M | -30.3% | -2.0% | -28.3% | -29.7% |
| 6M | -30.4% | +19.2% | -49.7% | -36.3% |
| YTD | +11.3% | +65.6% | -54.3% | -15.3% |
| 1Y | +3.6% | +87.8% | -84.3% | -27.0% |
| All | +3.6% | +86.4% | -82.8% | -27.0% |
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