+162.9%
RTX vs NUE
+147.3%
+15.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -1.6% | -2.3% | +0.7% | -1.2% |
| 30D | -11.6% | -6.1% | -5.5% | -10.6% |
| 3M | +9.2% | +1.7% | +7.5% | +8.5% |
| 6M | -4.4% | +53.1% | -57.5% | -12.3% |
| YTD | +8.9% | +59.0% | -50.2% | -1.0% |
| 1Y | +32.1% | +85.3% | -53.2% | +16.3% |
| 3Y | +151.2% | +63.2% | +88.0% | +121.3% |
| 5Y | +162.9% | +146.8% | +16.1% | +110.0% |
| All | +162.9% | +147.3% | +15.6% | +110.0% |
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 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