+51,606.1%
SCHW vs NUE
+14,301.5%
+37,304.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +1.2% |
| 7D | -2.8% | -2.7% | -0.1% | -1.6% |
| 30D | -0.1% | -6.1% | +6.0% | +2.4% |
| 3M | +20.6% | +2.2% | +18.3% | +18.2% |
| 6M | +15.9% | +50.8% | -34.8% | -4.9% |
| YTD | +8.5% | +57.5% | -49.0% | -13.1% |
| 1Y | +17.8% | +82.5% | -64.6% | -12.2% |
| 3Y | +88.5% | +61.7% | +26.8% | +41.6% |
| 5Y | +60.6% | +145.1% | -84.5% | -6.8% |
| 10Y | +298.0% | +577.8% | -279.8% | +37.3% |
| All | +51,606.1% | +14,301.5% | +37,304.6% | +4,464.8% |
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