+29.7%
RTX vs NUE
+83.1%
-53.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | -2.0% | -2.7% | +0.7% | -1.5% |
| 30D | -11.2% | -6.1% | -5.1% | -10.4% |
| 3M | +12.0% | +2.2% | +9.8% | +11.2% |
| 6M | -3.6% | +50.8% | -54.3% | -10.8% |
| YTD | +9.2% | +57.5% | -48.3% | -0.1% |
| 1Y | +29.7% | +82.5% | -52.7% | +14.4% |
| All | +29.7% | +83.1% | -53.3% | +14.4% |
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