+267.4%
RTX vs NUE
+423.6%
-156.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +1.3% |
| 7D | +4.8% | +2.8% | +2.0% | +3.8% |
| 30D | +6.5% | -2.1% | +8.6% | +7.0% |
| 3M | -9.6% | -7.3% | -2.3% | -7.8% |
| 6M | +12.3% | +8.9% | +3.5% | +7.8% |
| YTD | +9.5% | +55.6% | -46.2% | -7.8% |
| 1Y | +15.8% | +74.7% | -58.8% | -6.4% |
| 3Y | +157.0% | +71.7% | +85.3% | +99.6% |
| 5Y | +148.8% | +141.2% | +7.6% | +53.0% |
| All | +267.4% | +423.6% | -156.2% | +26.1% |
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 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