+36.2%
QCOM vs NUE
+142.0%
-105.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.9% |
| 7D | +5.1% | +1.8% | +3.3% | +4.3% |
| 30D | +4.3% | -6.0% | +10.2% | +6.6% |
| 3M | -19.6% | +1.4% | -21.1% | -20.6% |
| 6M | +29.5% | +52.8% | -23.4% | +9.1% |
| YTD | +3.4% | +58.1% | -54.7% | -14.4% |
| 1Y | +10.9% | +80.4% | -69.5% | -13.1% |
| 3Y | +74.8% | +62.3% | +12.5% | +37.4% |
| 5Y | +36.2% | +146.2% | -110.0% | -9.1% |
| All | +36.2% | +142.0% | -105.8% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling