+281.8%
QCOM vs NUE
+559.5%
-277.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +4.4% | -2.3% | +6.6% | +5.3% |
| 30D | +9.4% | -6.1% | +15.4% | +11.9% |
| 3M | -13.7% | +1.7% | -15.3% | -14.8% |
| 6M | +28.9% | +53.1% | -24.2% | +8.1% |
| YTD | +4.7% | +59.0% | -54.3% | -13.8% |
| 1Y | +13.5% | +85.3% | -71.8% | -12.4% |
| 3Y | +77.1% | +63.2% | +13.9% | +39.2% |
| 5Y | +38.9% | +146.8% | -107.9% | -11.4% |
| 10Y | +281.8% | +584.3% | -302.5% | +55.2% |
| All | +281.8% | +559.5% | -277.7% | +55.2% |
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 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