-10.8%
NVTS vs NUE
+86.4%
-97.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.1% | +11.0% | +10.6% |
| 7D | -0.3% | -1.4% | +1.1% | +0.4% |
| 30D | -24.4% | +6.6% | -31.0% | -28.3% |
| 3M | -26.5% | -2.0% | -24.5% | -25.6% |
| 6M | -41.4% | +19.2% | -60.6% | -52.5% |
| YTD | +30.7% | +65.6% | -34.9% | -22.8% |
| 1Y | -10.8% | +87.8% | -98.7% | -47.7% |
| All | -10.8% | +86.4% | -97.2% | -47.7% |
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