+223.9%
NXPI vs NUE
+599.8%
-375.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.8% |
| 7D | +3.9% | -0.6% | +4.5% | +4.2% |
| 30D | +1.4% | -4.6% | +5.9% | +3.4% |
| 3M | -21.5% | -0.3% | -21.2% | -22.0% |
| 6M | +19.4% | +51.9% | -32.5% | -2.7% |
| YTD | +9.9% | +60.0% | -50.0% | -12.9% |
| 1Y | +7.9% | +82.9% | -75.0% | -20.2% |
| 3Y | +22.7% | +66.0% | -43.3% | -8.3% |
| 5Y | +22.1% | +149.0% | -126.9% | -28.6% |
| All | +223.9% | +599.8% | -375.9% | +17.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling