+196.2%
PAAS vs NUE
+423.6%
-227.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.2% |
| 7D | -8.9% | +2.8% | -11.7% | -9.5% |
| 30D | -11.4% | -2.1% | -9.3% | -11.1% |
| 3M | -20.4% | -7.3% | -13.1% | -19.4% |
| 6M | -40.7% | +8.9% | -49.6% | -42.1% |
| YTD | -26.9% | +55.6% | -82.5% | -34.1% |
| 1Y | -3.1% | +74.7% | -77.7% | -14.7% |
| 3Y | +199.3% | +71.7% | +127.6% | +158.6% |
| 5Y | +48.3% | +141.2% | -92.9% | +18.1% |
| All | +196.2% | +423.6% | -227.4% | +93.0% |
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