+212.2%
PAAS vs NUE
+445.3%
-233.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.8% |
| 7D | -5.2% | -2.4% | -2.7% | -4.8% |
| 30D | -13.9% | +3.8% | -17.7% | -14.8% |
| 3M | -23.8% | -3.7% | -20.1% | -23.5% |
| 6M | -36.4% | +13.2% | -49.6% | -38.5% |
| YTD | -23.4% | +61.6% | -84.9% | -31.4% |
| 1Y | +5.6% | +83.6% | -78.0% | -8.0% |
| 3Y | +209.7% | +78.6% | +131.1% | +165.3% |
| 5Y | +55.6% | +148.0% | -92.4% | +23.1% |
| 10Y | +212.2% | +449.9% | -237.7% | +97.5% |
| All | +212.2% | +445.3% | -233.0% | +97.5% |
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