-9.4%
NVTS vs NUE
+168.9%
-178.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.7% |
| 7D | +3.5% | -2.3% | +5.8% | +5.0% |
| 30D | -11.9% | -6.1% | -5.8% | -8.5% |
| 3M | -49.2% | +1.7% | -50.9% | -50.6% |
| 6M | +38.4% | +53.1% | -14.7% | +5.1% |
| YTD | +62.5% | +59.0% | +3.4% | +20.9% |
| 1Y | +101.4% | +85.3% | +16.0% | +35.8% |
| 3Y | +40.4% | +63.2% | -22.8% | -1.0% |
| All | -9.4% | +168.9% | -178.3% | -43.3% |
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 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