+10,152.6%
RTX vs NUE
+14,124.9%
-3,972.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +1.2% |
| 7D | +4.8% | +2.8% | +2.0% | +3.9% |
| 30D | +6.5% | -2.1% | +8.6% | +7.0% |
| 3M | -9.6% | -7.3% | -2.3% | -8.0% |
| 6M | +12.3% | +8.9% | +3.5% | +8.4% |
| YTD | +9.5% | +55.6% | -46.2% | -5.9% |
| 1Y | +15.8% | +74.7% | -58.8% | -4.0% |
| 3Y | +157.0% | +71.7% | +85.3% | +106.4% |
| 5Y | +148.8% | +141.2% | +7.6% | +70.4% |
| 10Y | +264.0% | +429.6% | -165.5% | +85.3% |
| All | +10,152.6% | +14,124.9% | -3,972.4% | +1,465.7% |
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