+3,476.8%
STX vs NUE
+589.1%
+2,887.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.7% | -2.3% |
| 7D | +8.0% | -2.7% | +10.6% | +9.1% |
| 30D | +5.1% | -6.1% | +11.2% | +7.8% |
| 3M | +5.8% | +2.2% | +3.5% | +3.8% |
| 6M | +124.9% | +50.8% | +74.2% | +87.6% |
| YTD | +213.9% | +57.5% | +156.4% | +156.8% |
| 1Y | +350.4% | +82.5% | +267.9% | +243.8% |
| 3Y | +1,314.2% | +61.7% | +1,252.5% | +989.7% |
| 5Y | +1,092.8% | +145.1% | +947.7% | +628.4% |
| All | +3,476.8% | +589.1% | +2,887.7% | +1,208.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling