+116.0%
SLV vs NUE
+72.4%
+43.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -1.5% |
| 7D | -5.8% | +2.8% | -8.6% | -6.4% |
| 30D | -12.1% | -2.1% | -10.0% | -11.9% |
| 3M | -24.1% | -7.3% | -16.8% | -23.2% |
| 6M | -44.4% | +8.9% | -53.3% | -45.6% |
| YTD | -31.5% | +55.6% | -87.1% | -37.2% |
| 1Y | -6.9% | +74.7% | -81.6% | -16.0% |
| 3Y | +116.0% | +71.7% | +44.3% | +78.3% |
| All | +116.0% | +72.4% | +43.6% | +78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling