+1,714.9%
NXPI vs NUE
+884.5%
+830.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -0.8% |
| 7D | +0.7% | +1.8% | -1.1% | -0.3% |
| 30D | -6.6% | -6.0% | -0.7% | -3.6% |
| 3M | -25.4% | +1.4% | -26.8% | -26.7% |
| 6M | +11.9% | +52.8% | -40.9% | -12.6% |
| YTD | +4.0% | +58.1% | -54.1% | -20.6% |
| 1Y | +1.0% | +80.4% | -79.4% | -28.9% |
| 3Y | +16.3% | +62.3% | -46.0% | -16.8% |
| 5Y | +17.7% | +146.2% | -128.5% | -39.4% |
| 10Y | +195.8% | +549.5% | -353.7% | -33.7% |
| All | +1,714.9% | +884.5% | +830.4% | +153.3% |
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