+750.3%
NVT vs NUE
+384.9%
+365.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.1% | +3.8% |
| 7D | +4.1% | -0.6% | +4.7% | +4.4% |
| 30D | -5.1% | -4.6% | -0.6% | -2.8% |
| 3M | -1.2% | -0.3% | -0.9% | -1.9% |
| 6M | +46.6% | +51.9% | -5.3% | +16.1% |
| YTD | +60.0% | +60.0% | 0.0% | +22.8% |
| 1Y | +70.8% | +82.9% | -12.1% | +21.2% |
| 3Y | +187.5% | +66.0% | +121.6% | +106.9% |
| 5Y | +426.1% | +149.0% | +277.2% | +166.8% |
| All | +750.3% | +384.9% | +365.4% | +106.4% |
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