+246.6%
PAAS vs NUE
+59.4%
+187.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | +2.0% | +1.8% | +0.2% | +1.6% |
| 30D | -0.1% | -6.0% | +5.9% | +1.3% |
| 3M | +8.2% | +1.4% | +6.8% | +7.4% |
| 6M | -13.8% | +52.8% | -66.6% | -23.2% |
| YTD | -0.6% | +58.1% | -58.8% | -12.1% |
| 1Y | +44.0% | +80.4% | -36.4% | +23.1% |
| 3Y | +246.6% | +62.3% | +184.3% | +192.2% |
| All | +246.6% | +59.4% | +187.2% | +192.2% |
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