+10,266.7%
RTX vs NUE
+14,617.8%
-4,351.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.5% |
| 7D | -5.2% | +4.2% | -9.4% | -6.4% |
| 30D | -9.4% | -5.0% | -4.4% | -8.1% |
| 3M | +12.3% | -0.2% | +12.5% | +11.8% |
| 6M | -3.1% | +49.1% | -52.3% | -15.1% |
| YTD | +10.7% | +61.0% | -50.3% | -5.5% |
| 1Y | +28.4% | +82.5% | -54.1% | +5.0% |
| 3Y | +147.1% | +57.9% | +89.1% | +104.2% |
| 5Y | +167.2% | +146.6% | +20.7% | +81.5% |
| 10Y | +274.7% | +561.6% | -286.9% | +78.6% |
| All | +10,266.7% | +14,617.8% | -4,351.1% | +1,472.9% |
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