+712.5%
NVT vs NUE
+377.5%
+335.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | +2.0% | -2.7% | +4.7% | +3.4% |
| 30D | -7.2% | -6.1% | -1.1% | -4.1% |
| 3M | -0.9% | +2.2% | -3.1% | -2.9% |
| 6M | +42.6% | +50.8% | -8.2% | +13.3% |
| YTD | +52.9% | +57.5% | -4.7% | +18.3% |
| 1Y | +64.5% | +82.5% | -18.0% | +16.8% |
| 3Y | +178.0% | +61.7% | +116.3% | +102.8% |
| 5Y | +402.8% | +145.1% | +257.6% | +157.0% |
| All | +712.5% | +377.5% | +335.0% | +98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling