+34.7%
NXPI vs NUE
+143.0%
-108.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.6% | +0.7% |
| 7D | +6.8% | +2.8% | +4.0% | +5.5% |
| 30D | +20.0% | -2.1% | +22.1% | +21.2% |
| 3M | +14.8% | -7.3% | +22.2% | +18.2% |
| 6M | -10.5% | +8.9% | -19.3% | -14.3% |
| YTD | +23.7% | +55.6% | -31.9% | +0.6% |
| 1Y | +34.1% | +74.7% | -40.6% | +3.6% |
| 3Y | +51.2% | +71.7% | -20.4% | +12.4% |
| All | +34.7% | +143.0% | -108.3% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling