+21.1%
QCOM vs NUE
+147.1%
-126.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.7% | 0.0% |
| 7D | +5.5% | -6.2% | +11.8% | +8.4% |
| 30D | -1.1% | +2.5% | -3.6% | -2.0% |
| 3M | +7.6% | -6.4% | +14.0% | +10.2% |
| 6M | -20.1% | +13.3% | -33.3% | -24.3% |
| YTD | +3.0% | +58.5% | -55.5% | -15.1% |
| 1Y | +3.2% | +81.9% | -78.6% | -19.5% |
| 3Y | +48.9% | +75.3% | -26.4% | +13.3% |
| 5Y | +21.1% | +149.9% | -128.9% | -19.8% |
| All | +21.1% | +147.1% | -126.1% | -19.8% |
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