+0.9%
QCOM vs NUE
+70.9%
-70.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +0.8% | -1.1% |
| 7D | +4.3% | +2.8% | +1.5% | +3.0% |
| 30D | -0.1% | -2.1% | +2.0% | +1.1% |
| 3M | +5.2% | -7.3% | +12.6% | +8.9% |
| 6M | -18.4% | +8.9% | -27.2% | -21.4% |
| YTD | +2.4% | +55.6% | -53.2% | -12.0% |
| 1Y | +0.9% | +74.7% | -73.8% | -19.5% |
| All | +0.9% | +70.9% | -70.0% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling