+214.0%
PAAS vs NUE
+76.5%
+137.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.9% | -8.7% | -6.6% |
| 7D | +4.2% | -6.2% | +10.4% | +5.7% |
| 30D | -13.8% | +2.5% | -16.2% | -14.5% |
| 3M | -22.7% | -6.4% | -16.3% | -21.7% |
| 6M | -32.1% | +13.3% | -45.4% | -34.7% |
| YTD | -22.3% | +58.5% | -80.8% | -31.8% |
| 1Y | +7.7% | +81.9% | -74.2% | -8.7% |
| 3Y | +214.0% | +75.3% | +138.8% | +147.3% |
| All | +214.0% | +76.5% | +137.6% | +147.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling