+113.0%
NVTS vs NUE
+82.6%
+30.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.7% |
| 7D | +2.7% | +4.2% | -1.5% | -0.8% |
| 30D | -4.5% | -5.0% | +0.5% | -0.6% |
| 3M | -61.5% | -0.2% | -61.3% | -61.3% |
| 6M | +28.0% | +49.1% | -21.2% | -11.9% |
| YTD | +65.3% | +61.0% | +4.3% | +11.2% |
| 1Y | +113.0% | +82.5% | +30.5% | +33.9% |
| All | +113.0% | +82.6% | +30.4% | +33.9% |
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 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