+420.3%
NVT vs NUE
+146.6%
+273.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.1% | +4.0% |
| 7D | +4.1% | -0.6% | +4.7% | +4.3% |
| 30D | -5.1% | -4.6% | -0.6% | -3.3% |
| 3M | -1.2% | -0.3% | -0.9% | -1.6% |
| 6M | +46.6% | +51.9% | -5.3% | +23.2% |
| YTD | +60.0% | +60.0% | 0.0% | +31.4% |
| 1Y | +70.8% | +82.9% | -12.1% | +32.5% |
| 3Y | +187.5% | +66.0% | +121.6% | +124.5% |
| All | +420.3% | +146.6% | +273.7% | +248.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling