+50,186.6%
QCOM vs NUE
+11,644.7%
+38,541.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +3.3% | +4.2% | -0.9% | +1.9% |
| 30D | +7.7% | -5.0% | +12.7% | +9.4% |
| 3M | -30.1% | -0.2% | -29.8% | -30.3% |
| 6M | +22.8% | +49.1% | -26.3% | +6.9% |
| YTD | +0.2% | +61.0% | -60.8% | -15.3% |
| 1Y | +7.9% | +82.5% | -74.7% | -12.8% |
| 3Y | +55.8% | +57.9% | -2.1% | +29.4% |
| 5Y | +30.1% | +146.6% | -116.5% | -10.0% |
| 10Y | +248.9% | +561.6% | -312.7% | +64.6% |
| All | +50,186.6% | +11,644.7% | +38,541.9% | +10,014.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling